Best Investors Account Sign in
Current Employers
Kestra Private Wealth Services, Llc

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-10-16
  • SC RA
    APPROVED
    Since 2024-10-16

Branch Locations

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

115 Woodson Street Suite B, Powdersville, SC 29611 • 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
Edward Jones St Louis MO 06/2018 10/2024
Newspring Church Inc. Anderson SC 01/2013 05/2018
Kestra Private Wealth Services, Llc Powdersville SC 10/2024 Present
Kestra Investment Services, Llc Powdersville SC 10/2024 Present
  • 06/2018 → 10/2024
    St Louis, MO
  • 01/2013 → 05/2018
    Newspring Church Inc.
    Anderson, SC
  • 10/2024 → Present
    Powdersville, SC
  • 10/2024 → Present
    Kestra Investment Services, Llc
    Powdersville, SC
Previous Registrations
  • 2018-08-03 → 2024-10-21
    Piedmont, SC
    St Louis, MO
    Easley, SC
    Piedmont, SC
    San Antonio, TX
    St Louis, MO
    Piedmont, SC
    Powdersville, SC
Other Businesses

Business Name: REI VENTURES LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 115 Woodson St, Powdersville SC 29611 DESCRIPTION: I own 100% of the building. Kestra pays me a market rate lease for the space I occupy. I will lease the other side of the building once a tenant is identified. Business Name: PROVISTA WEALTH ADVISORS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/16/2024 ADDRESS: 115 Woodson St, Suite B, Powdersville SC 29611 DESCRIPTION: A fin adv that operates a separate office as part of the Provista Wealth Advisor name. Business Name: CONNECT POWDERSVILLE POSITION: Board Member NATURE: Board position INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 12/01/2020 ADDRESS: 38 Halter Rd, Piedmont SC 29673 DESCRIPTION: I am responsible for the logistics of layout of food trucks, crafter vendors, kids area, stages and parking. Business Name: PROVISTA POWDERSVILLE, LLC POSITION: Owner NATURE: my S-corp for tax purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/16/2024 ADDRESS: 115 Woodson St, Suite B, Powdersville SC 29611, United States DESCRIPTION: This is my S-corp for tax purposes of my income relating to Provista Wealth Advisor services paid by Kestra. Also may receive referral fees from renewable energy tax credits and tax solutions.. Business Name: WOODLAND CONSTRUCTION LLC POSITION: Owner NATURE: Construction Company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/27/2017 ADDRESS: 228 Jackson Drive, Piedmont SC 29673, United States DESCRIPTION: I own the company as a requirement to keep my Commercial Construction license. Business Name: CARRIBOU POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2025 ADDRESS: 115 Woodson St, Suite B, Powdersville SC 29611, United States DESCRIPTION: I will get the client set up with Caribou Wealth where the client will complete a questionnaire and then we will receive a health insurance analysis and comparison between different options and providers so the client will be better informed with their options. I will not be selling the insurance, the client will then have to go find an agent who can establish that health insurance plan for them.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-02
  • S66 Uniform Combined State Law Examination
    2018-08-02
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor