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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Clinical Research Solutions | Jackson | TN | 06/2021 | 08/2021 |
| Kestra Investment Services, Llc | Medina | TN | 09/2025 | Present |
| Milan High School | Milan | TN | 09/2015 | 05/2019 |
| Unemployed | Milan | TN | 06/2019 | 08/2019 |
| University Of Tennessee At Martin | Martin | TN | 08/2019 | 05/2024 |
| Kestra Investment Services, Llc | Medina | TN | 06/2023 | 09/2025 |
| Kestra Advisory Services, Llc | Medina | TN | 06/2026 | Present |
Name: RENTAL PROPERTY MANAGEMENT POSITION: Land Lord NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 324 Elm St, Martin TN 38237, United States DESCRIPTION: Up Keeping of the house and other tenant needs Name: EVERETT WEALTH MANAGEMENT POSITION: assistant NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 07/28/2025 ADDRESS: 503 West Church Ave, Medibna TN 38355, United States DESCRIPTION: clerical Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/28/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-11 |
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