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Current Employers
Kestra Private Wealth Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-27
TX RA APPROVED_RES 2025-03-27
  • OH RA
    APPROVED
    Since 2025-03-27
  • TX RA
    APPROVED_RES
    Since 2025-03-27

Branch Locations

100 W Old Wilson Bridge Rd Suite 201, Worthington, OH 43085 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. Columbus OH 11/2012 02/2025
Kestra Private Wealth Services, Llc Worthington OH 03/2025 Present
Kestra Investment Services, Llc Worthington OH 03/2025 Present
Previous Registrations
Other Businesses

Name: SCOUTS - TROOP TREASURER POSITION: Treasurer NATURE: Youth Development INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/28/2024 ADDRESS: 40 E. Dominion Blvd, Columbus OH 43214, United States DESCRIPTION: I manage the finances for the troop. Name: BALLYNOE POSITION: Shareholder NATURE: Financial Investments INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/21/1976 ADDRESS: 120 W. Tupper St, Suite 200, Buffalo NY 14201, United States DESCRIPTION: I am a shareholder of the company and do not have involvement in any investment decisions. Name: TURAS WEALTH PARTNERS LLC POSITION: Owner NATURE: Tax Entity INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2025 ADDRESS: 100 W. Old Wilson Bridge Rd, Suite 106, Worthington OH 43085, United States DESCRIPTION: Tax entity used to manage financials of my practice. Name: TURAS WEALTH PARTNERS POSITION: Founder NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/27/2025 ADDRESS: 100 W. Old Wilson Bridge Rd, Suite 106, Worthington OH 43085, United States DESCRIPTION: Financial planner and investment management.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-03
  • S66 Uniform Combined State Law Examination
    2005-05-03
Designations
Other Names
  • Shea Marmion

View on SEC IAPD

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