Best Investors Account Sign in

Katelyn Deere Dunstan

Vestia Personal Wealth Advisors

Nashville, TN

Fort Wayne, IN

Claim This Profile
Current Employers
Vestia Personal Wealth Advisors

9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-06-12
  • TN RA
    APPROVED
    Since 2024-06-12

Branch Locations

3811 Bedford Ave Suite 206, Nashville, TN 37215 • United States

9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • 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
Chenal Country Club Little Rock AR 11/2017 08/2019
Richland Country Club Nashville TN 11/2019 02/2020
Belle Meade Country Club Nashville TN 05/2020 08/2020
Pca Technology Solutions Nashville TN 06/2020 09/2020
Td Ameritrade St. Louis MO 05/2021 09/2021
Northwestern Mutual Nashville TN 01/2022 05/2022
Taylor Securities, Inc. Brentwood TN 05/2022 06/2024
Arkansas Baptist High School Little Rock AR 08/2012 05/2018
Belmont University Nashville TN 08/2018 05/2022
Vestia Personal Wealth Advisors Ft Wayne IN 06/2024 Present
Ausdal Financial Partners, Inc. Davenport IA 07/2024 Present
  • 11/2017 → 08/2019
    Chenal Country Club
    Little Rock, AR
  • 11/2019 → 02/2020
    Richland Country Club
    Nashville, TN
  • 05/2020 → 08/2020
    Belle Meade Country Club
    Nashville, TN
  • 06/2020 → 09/2020
    Pca Technology Solutions
    Nashville, TN
  • 05/2021 → 09/2021
    Td Ameritrade
    St. Louis, MO
  • 01/2022 → 05/2022
    Northwestern Mutual
    Nashville, TN
  • 05/2022 → 06/2024
    Taylor Securities, Inc.
    Brentwood, TN
  • 08/2012 → 05/2018
    Arkansas Baptist High School
    Little Rock, AR
  • 08/2018 → 05/2022
    Belmont University
    Nashville, TN
  • 06/2024 → Present
    Vestia Personal Wealth Advisors
    Ft Wayne, IN
  • 07/2024 → Present
    Ausdal Financial Partners, Inc.
    Davenport, IA
Previous Registrations
  • 2023-11-20 → 2024-06-03
    Taylor Securities, Inc.
    Brentwood, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-16
S63 Uniform Securities Agent State Law Examination 2023-03-06
  • S65 Uniform Investment Adviser Law Examination
    2023-11-16
  • S63 Uniform Securities Agent State Law Examination
    2023-03-06
Designations

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
OCEAN PARK ASSET MANAGEMENT, LLC
U.S. BANCORP ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
HIGHTOWER ADVISORS, LLC
SANFORD C. BERNSTEIN & CO., LLC

Other Investors

JOHN STUART PIOVARCY
Robert Michael McMahan
Thaddeus B Corbin
HEATHER BARBOUR
CRYSTAL LYNN BEASTROM
JULIE G SANDBERG
JACKSON REESE MORAN
Hugh G Anderson

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
OSAIC WEALTH, INC. · NASHVILLE, TN
OCEAN PARK ASSET MANAGEMENT, LLC · Nashville, TN
U.S. BANCORP ADVISORS, LLC · Nashville, TN

More in Nashville, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor