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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-11-06
TN RA APPROVED 2024-10-28
  • TX RA
    APPROVED_RES
    Since 2024-11-06
  • TN RA
    APPROVED
    Since 2024-10-28

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

9041 Executive Park Drive Suite 115, Knoxville, TN 37923 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Knox County Schools Knoxville TN 01/2020 07/2021
Costco Wholesale Knoxville TN 08/2015 06/2021
University Of Tennessee And Pellissippi State Community College Knoxville TN 08/2014 08/2020
Valic Financial Advisors, Inc. Knoxville TN 07/2021 10/2024
Agia Houston TX 12/2022 10/2024
Sojourn Wealth Management, Llc. Knoxville TN 10/2024 10/2024
Kestra Investment Services Llc Knoxville TN 10/2024 Present
Kestra Advisory Services Llc Knoxville TN 10/2024 Present
  • 01/2020 → 07/2021
    Knox County Schools
    Knoxville, TN
  • 08/2015 → 06/2021
    Costco Wholesale
    Knoxville, TN
  • 08/2014 → 08/2020
    University Of Tennessee And Pellissippi State Community College
    Knoxville, TN
  • 07/2021 → 10/2024
    Knoxville, TN
  • 12/2022 → 10/2024
    Agia
    Houston, TX
  • 10/2024 → 10/2024
    Sojourn Wealth Management, Llc.
    Knoxville, TN
  • 10/2024 → Present
    Kestra Investment Services Llc
    Knoxville, TN
  • 10/2024 → Present
    Knoxville, TN
Previous Registrations
Other Businesses

Business Name: SOJOURN WEALTH MANAGEMENT POSITION: Registered representative NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/28/2024 ADDRESS: 9041 Executive Park Drive, Suite 115, Knoxville TN 37804, United States DESCRIPTION: Registered representative Business Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/28/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Business Name: COVENANT BAPTIST CHURCH POSITION: Deacon NATURE: Treasurer INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2023 ADDRESS: 608 Ellis Avenue, Maryville TN 37804, United States DESCRIPTION: I serve the church by keeping track of the budget, giving, and tax forms.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-07
  • S66 Uniform Combined State Law Examination
    2021-10-07
Other Names
  • Jeffrey S Bronner
  • Jeff Bronner

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