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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2024-05-20 |
Branch Locations
2424 Edenborn Ave Ste 680, Metairie, LA 70001 • United States
Jackson, MS • 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 |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Ridgeland | MS | 08/2013 | 08/2021 |
| Pruco Securities, Llc. | Metairie | LA | 08/2021 | 03/2023 |
| Prudential Insurance Company Of America | Metairie | LA | 08/2021 | 03/2023 |
| Massmutual Life Insurance Company | Madison | MS | 03/2023 | 02/2024 |
| Mml Investors Services, Llc | Madison | MS | 04/2023 | 02/2024 |
| Aig Retirement Services | Ridgeland | MS | 08/2013 | 08/2021 |
| Unemployed | Madison | MS | 02/2024 | 05/2024 |
| Voya Financial Advisors | Madison | MS | 05/2024 | Present |
| Walter Preston Wealth Management | Madison | MS | 06/2024 | Present |
| Walter Preston Wealth Management, Llc | Madison | MS | 09/2024 | Present |
WALTER PRESTON WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: DBA Financial Services w/ Voya Financial Advisors. Insurance, Investments, and Financial Planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 5 START DATE: 06/25/2024 ADDRESS: P.O. Box 744, Madison MS 39130, United States DESCRIPTION: Lead, manage, ownership of said DBA. Financial Advisor activities. INDEPENDENT INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/16/2024 ADDRESS: P.O. Box 744, Madison MS 39130, United States DESCRIPTION: Prospect, recommend, and implement insurance solutions for clients. WALTER PRESTON WEALTH MANAGEMENT, LLC POSITION: Owner NATURE: DBA disclosed 6/25/24. This is the creation of the formal LLC, DBA Walter Preston Wealth Management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 09/27/2024 ADDRESS: 137 Brisage Drive, Madison MS 39110, United States DESCRIPTION: Owner & operator. Insurance and financial services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-17 |
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