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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-07 |
| SC | RA | APPROVED | 2022-05-04 |
Branch Locations
116 N Markley Street Ste 200, Greenville, SC 29601 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Taylors | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Taylors | SC | 11/2016 | 05/2022 |
| Kestra Investment Services, Llc | Greenville | SC | 05/2022 | Present |
| Kestra Private Wealth Services, Llc | Greenville | SC | 05/2022 | Present |
Name: CLARKE SMITH POSITION: Owner NATURE: RV Rental INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2022 ADDRESS: 411 Spring Meadow Rd, Simpsonville SC 29680 DESCRIPTION: preparing the trailer for rental, educating renters on operating, towing, and cleaning the trailer. Name: CARIBOU POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 04/03/2023 ADDRESS: 40 W Broad St, Ste 510, Greenville SC 29601, United States DESCRIPTION: I will get the client set up with Caribou Wealth where the client will complete a questionnaire and then we will receive a health insurance analysis and comparison between different options and providers so the client will be better informed with their options. I will not be selling the insurance, the client will then have to go find an agent who can establish that health insurance plan for them. NAME: MOVE HEALTH (FORMERLY CARIBOU) POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 04/03/2023 ADDRESS: 40 W Broad St, Ste 510, Greenville SC 29601, United States DESCRIPTION: I will get the client set up with Move Health where the client will complete a questionnaire and then we will receive a health insurance analysis and comparison between different options and providers so the client will be better informed with their options. I will not be selling the insurance, the client will then have to go find an agent who can establish that health insurance plan for them.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-20 |
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