Davis Winston Green

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 10/2018
  Dimensional Fund Advisors
  Austin, TX
• 10/2018 → Present
  Kestra Investment Services, Llc
  Naperville, IL
• 10/2018 → Present
  Kestra Advisory Services, Llc
  Naperville, IL

Previous Registrations

• 2015-10-02 → 2018-10-02
  Dimensional Fund Advisors Lp
  Austin, TX
• 2012-08-02 → 2015-07-06
  Kestra Investment Services, Llc
  Austin, TX

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/20/2018 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: PARTNERS WEALTH MANAGEMENT, INC POSITION: Director of Strategy, Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 04/07/2025 ADDRESS: 1700 Park Street, Suite 200, Naperville IL 60563, United States DESCRIPTION: Financial advisor for firm clients and Management of firm initiatives, Technology, Marketing

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-31
• S63 Uniform Securities Agent State Law Examination
  2009-03-25

Other Names

• Davis W Green