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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-09-21 |
| TX | RA | APPROVED | 2023-09-21 |
Branch Locations
2008 Stonegate Trail Suite 112, Vestavia Hills, AL 35242 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| America's First Federal Credit Union | Birmingham | AL | 04/2017 | 04/2018 |
| America's First Federal Credit Union | Birmingham | AL | 07/2015 | 04/2017 |
| Lpl Financial Llc | Birmingham | AL | 06/2018 | 07/2020 |
| University Of Alabama | Tuscaloosa | AL | 05/2016 | 05/2018 |
| Securities America, Inc. | Vestavia Hills | AL | 07/2020 | 09/2023 |
| Securities America Advisors | Vestavia Hills | AL | 07/2020 | 09/2023 |
| Kestra Investment Services, Llc | Vestavia Hills | AL | 09/2023 | Present |
| Kestra Advisory Services, Llc | Vestavia Hills | AL | 09/2023 | Present |
Business Name: KELLEY & MULLIS WEALTH MANAGEMENT, INC. POSITION: Registered Rep NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/21/2023 ADDRESS: 2008 Stonegate Trail Ste 112, Vestavia Hills AL 35242, United States DESCRIPTION: Registered Rep 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: 09/21/2023 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-26 |
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