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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2023-09-05 |
Branch Locations
251 Trace Colony Park Drive Suite C, Ridgeland, MS 39157 • 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 |
|---|---|---|---|---|
| Smoothie King | Jackson | MS | 10/2013 | 08/2017 |
| The University Of The South | Sewanee | TN | 08/2015 | 05/2019 |
| Mercer Capital | Memphis | TN | 06/2018 | 07/2018 |
| Waitr | Flowood | MS | 05/2019 | 10/2019 |
| Axa Advisors, Llc | Austin | TX | 10/2019 | 11/2019 |
| Jpmorgan Chase Bank, N.A. | Jackson | MS | 02/2021 | 09/2023 |
| J.P. Morgan Securities Llc | Jackson | MS | 02/2021 | 09/2023 |
| Prushe Kaplan Sterling Investments | Austin | TX | 12/2019 | 05/2020 |
| Staffers Staffing Agency | Jackson | MS | 11/2020 | 12/2020 |
| Favor | Austin | TX | 05/2020 | 09/2020 |
| 49 Financial | Austin | TX | 06/2019 | 05/2020 |
| The University Of The South | Sewanee | TN | 08/2015 | 05/2019 |
| Equitable Financial Life Insurance Co | Austin | TX | 10/2019 | 11/2019 |
| Unemployed | Jackson | MS | 10/2020 | 10/2020 |
| Unemployed | Jackson | MS | 01/2021 | 01/2021 |
| Kestra Investment Services, Llc | Ridgeland | MS | 09/2023 | Present |
| Kestra Advisory Services, Llc | Ridgeland | MS | 09/2023 | Present |
Business Name: WEALTHPARTNERS - SECURITIES OFFERED BY KESTRA POSITION: Wealth Management Analyst NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/05/2023 ADDRESS: 220 Trace Colony Park Drive, Suite A, Ridgeland MS 39157 DESCRIPTION: Supporting the various partners and advisors, building reports, presentations, spreadsheets, handling new client onboarding, account service requests.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-20 |
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