Wen Qin Luisi

Current Employers

Employment History

• 02/2015 → 03/2017
  Capin Crouse
  Grapevine, TX
• 04/2017 → 09/2020
  Southern Methodist University
  Dallas, TX
• 10/2020 → 08/2022
  Raymond James Financial Services, Inc
  Dallas, TX
• 10/2020 → 08/2022
  Cadent Capital, Llc
  Dallas, TX
• 05/2021 → 08/2022
  Raymond James Financial Services Advisors, Inc
  Dallas, TX
• 11/2022 → Present
  Kestra Investment Services, Llc
  Richardson, TX
• 11/2022 → Present
  Kestra Advisory Services
  Richardson, TX

Previous Registrations

• 2021-05-04 → 2022-08-31
  Raymond James Financial Services Advisors, Inc
  Dallas, TX
  Irving, TX

Other Businesses

Business Name: KINDRED ORIGIN POSITION: Managing Member NATURE: Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: 917 Snyder Dr, McKinney TX 75072 DESCRIPTION: Providing consulting services to a small restaurant business. Business Name: WDW FINANCIAL POSITION: Associate Financial Planner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/08/2022 ADDRESS: 2600 N Central Expy, Suite 575, Richardson TX 75080 DESCRIPTION: Support the partners of WDW Financial and provide financial advisory services to firm clients. Business Name: KESTRA ADVISORY SERVICES POSITION: Associate Financial Planner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/08/2022 ADDRESS: 5707 Southwest Parkway, Building 2 Suite 400, Austin TX 78735 DESCRIPTION: Support partners of WDW Financial and provide financial advisory services to firm clients.

Exams

• S66 Uniform Combined State Law Examination
  2021-04-30

Other Names

• Wen Qin