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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2024-12-20 |
| TN | RA | APPROVED | 2024-12-20 |
| TX | RA | APPROVED_RES | 2024-12-17 |
Branch Locations
6410 Poplar Avenue Suite 320, Memphis, TN 38119 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Memphis | TN | 08/2000 | 11/2024 |
| Kestra Investment Services Llc | Memphis | TN | 12/2024 | Present |
| Kestra Private Wealth Services Llc | Memphis | TN | 12/2024 | Present |
Business Name: BRIGHT RIVER PRIVATE WEALTH POSITION: Wealth Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/17/2024 ADDRESS: 6410 Poplar Ave, Suite 140, Memphis TN 38120, United States DESCRIPTION: Advising Clients on Wealth Management Needs. Business Name: SKS, MS-LLC POSITION: Manager NATURE: Working Farm and PUD INVESTMENT RELATED: No NUMBER OF HOURS: 9 SECURITIES TRADING HOURS: 0 START DATE: 02/07/2009 ADDRESS: 8905 Hunters Run Drive, Olive Branch MS 38654-6512, United States DESCRIPTION: Manage Hay production timber production and farm and hunting lease Business Name: ABS BRPW MS, LLC POSITION: Owner NATURE: LLC for Tax Entity INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 02/23/2025 ADDRESS: 8905 Hunters Run Dr, Olive Branch MS 38654, United States DESCRIPTION: Manage Entity for tax purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-10 |
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