Kristi M Trowbridge

Current Employers

Employment History

• 04/2016 → 04/2019
  Kestra Financial Services, Inc.
  Austin, TX
• 05/2019 → Present
  Newbridge Securities Corporation
  Hoover, AL

Previous Registrations

• 2016-05-25 → 2019-04-12
  Kestra Advisory Services, Llc
  Hoover, AL
• 2015-12-03 → 2016-05-25
  Kestra Investment Services, Llc
  Hoover, AL
  Austin, TX
  Hoover, AL
• 2014-05-01 → 2015-10-23
  Securities America Advisors, Inc.
  Hoover, AL
• 2009-02-26 → 2014-05-07
  Intl Advisory Consultants Inc.
  Birmingham, AL
• 2008-08-15 → 2009-03-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
• 2005-07-19 → 2008-08-18
  Colonial Asset Management Inc
  Birmingham, AL
  Montgomery, AL
• 2002-05-22 → 2005-06-06
  Bbva Compass Investment Solutions, Inc
  Auburn, AL

Other Businesses

1) TROWBRIDGE WEALTH MANAGEMENT, LLC - Investment Related: Yes Address: 2108 Rocky Ridge Rd., Ste. 1, Hoover AL 35216 Nature of Business: Registered Rep Activities, using a DBA name; Insurance; Investment Advisory services, Tax/Accounting/CPA, Notary - Position, Title or Relationship: Owner; Start Date: 2/9/2009 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Meet with clients, recommend strategies and investments to meet their goals, risk tolerance and time frame. 2) III DNT, LLC - Investment Related: No, Address: Hoover AL; Nature of Business: Real Estate; Other Other/None of Above Position, Title or Relationship: Member Owner Start Date: 02/15/2019 Hours per month: 0% - 10% (0-16 hours) Hours per month during trading hours: 0% - 10% (0-14 hours) Duties: attorney liaison

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-11
• S63 Uniform Securities Agent State Law Examination
  1995-10-13

Designations

Other Names

• Kristi Leigh Mcgee
• Kristi Leigh Everitt
• Kristi M Everitt