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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-19 |
| GA | RA | APPROVED | 2016-05-02 |
Branch Locations
655 Engineering Drive Suite 125, Peachtree Corners, GA 30092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Childs Company | Johns Creek | GA | 05/2001 | Present |
| Kestra Investment Services, Llc | Peachtree Corners | GA | 09/2008 | Present |
| Kestra Advisory Services, Llc | Peachtree Corners | GA | 04/2016 | Present |
Business Name: Riverside Partners, LP Investment Related: Yes Address: 175 Fernly Park Drive Johns Creek GA 30022 Nature of Business: Other Other/None of the Above Manage personal investments only. Position, Title or Relationship: Partner Start Date: 8/28/2003 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Manage personal investments. Business Name: The Intersect Group Investment Related: No Address: 10 Glenlake Parkway Atlanta GA 3038 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.); Other Other/None of the Above Provides contract IT and Accounting staff to businesses Position, Title or Relationship: Member and advisory board member Start Date: 1/1/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend meetings, provide business advice Business Name: Childs Company, LLC Investment Related: Yes Address: 3438 Peachtree Road Atlanta GA 30326 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Managing Member Start Date: 9/1/2001 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Manage the firm Business Name: 3145 Medlock Bridge Partners, LLC Investment Related: Yes Address: 3145 Medlock Bridge Rd Norcross GA 30071 Nature of Business: Real Estate Position, Title or Relationship: Manager Start Date: 10/25/2004 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: General oversight of the property Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Corners Outreach Investment Related: No Address: 2 Sun Court, Suite 220 Peachtree Corners GA 30092 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Advisory Board member Start Date: 8/1/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend meetings and events to support the non profit Business Name: Johns Creek Partners, LLC Investment Related: No Address: 175 Fernly Park Drive Johns Creek GA 30022 Nature of Business: Other Other/None of the Above None. Position, Title or Relationship: member Start Date: 8/25/2003 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: No duties or obligations. Business Name: WH Bass, Inc. Investment Related: No Address: 11300 Johns Creek Parkway Johns Creek GA 30022 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Director Start Date: 2/15/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend Board meetings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-17 |
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