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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-10-19 |
| TX | RA | APPROVED | 2022-10-05 |
Branch Locations
1243 Canton St., Roswell, GA 30075 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Roswell, GA • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 01/2008 | 10/2022 |
| Bank Of America, Na | Atlanta | GA | 12/2009 | 10/2022 |
| Kestra Investment Services, Llc | Roswell | GA | 10/2022 | Present |
| Kestra Private Wealth Services, Llc | Roswell | GA | 10/2022 | Present |
Business Name: ROLLIN TIDE VILLAS POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 8 START DATE: 05/01/2006 ADDRESS: 82 Sugar Sand Lane B3, Santa Rosa Beach FL 32459 DESCRIPTION: Managing the rental and maint Business Name: CANTON WEALTH PARTNERS POSITION: Managing Partner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 10/05/2022 ADDRESS: 1243 Canton St, Roswell GA 30075 DESCRIPTION: Day-to-day management of client investments Business Name: BJL WINSLETT LLC POSITION: Owner NATURE: Pass through for expenses INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 10/26/2022 ADDRESS: 1243 Canton St, Roswell GA 30075 DESCRIPTION: Pass through of compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-17 |
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