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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-06 |
| TN | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-07 |
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