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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-06-30
  • IN RA
    APPROVED
    Since 2026-06-30

Branch Locations

1699 Hart Street, Vincennes, IN 47591 • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • 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
The Gold & Silver Vault Vincennes IN 12/2019 04/2025
Helping His Hands Vincennes IN 05/2020 06/2023
First City Wealth Vincennes IN 05/2025 10/2025
3Versë Dj Service Vincennes IN 10/2021 10/2025
South Knox High School Vincennes IN 08/2015 05/2019
University Of Evansville Evansville IN 08/2019 05/2023
Kestra Investment Services, Llc Vincennes IN 10/2025 Present
Kestra Advisory Services, Llc Vincennes IN 06/2026 Present
  • 12/2019 → 04/2025
    The Gold & Silver Vault
    Vincennes, IN
  • 05/2020 → 06/2023
    Helping His Hands
    Vincennes, IN
  • 05/2025 → 10/2025
    First City Wealth
    Vincennes, IN
  • 10/2021 → 10/2025
    3Versë Dj Service
    Vincennes, IN
  • 08/2015 → 05/2019
    South Knox High School
    Vincennes, IN
  • 08/2019 → 05/2023
    University Of Evansville
    Evansville, IN
  • 10/2025 → Present
    Kestra Investment Services, Llc
    Vincennes, IN
  • 06/2026 → Present
    Vincennes, IN
Other Businesses

NAME: FIRST CITY WEALTH POSITION: Registered Rep NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2025 ADDRESS: 1699 Hart Street, Vincennes IN 47591, United States DESCRIPTION: As a financial advisor my role is to guide individuals and families in making informed decisions about their money, from budgeting and saving to investing and planning for the future. provide strategies tailored to each client's goals, helping them grow and protect their wealth while building confidence in their financial journey. NAME: 3VERS DJ SERVICE POSITION: Owner / Operator NATURE: DJ Service INVESTMENT RELATED: No # OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 07/21/2021 ADDRESS: 1061 North Hillcrest Road, Vincennes IN 47591, United States DESCRIPTION: My job as an MC and DJ is to get people laughing, dancing, singing, and having a good time.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-25
  • S66 Uniform Combined State Law Examination
    2026-06-25

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