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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_RES | 2025-04-01 |
| TN | RA | APPROVED | 2021-07-30 |
| IL | RA | APPROVED | 2021-06-17 |
Branch Locations
412 Sw Washington St Suite C, Peoria, IL 61602 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Franklin, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Franklin | TN | 09/2011 | 05/2021 |
| Kestra Investment Services, Llc | Franklin | TN | 05/2021 | Present |
| Kestra Advisory Services, Llc | Franklin | TN | 05/2021 | Present |
Name: TN WOMEN CITY AMBASSADOR / TN WOMEN CONNECT LLC POSITION: City Ambassador/Chapter Host NATURE: Networking Chapter Host INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2023 ADDRESS: 138 Coreopsis Ct, Franklin TN 37067 DESCRIPTION: We host 2 events a month in each city for networking. In this Chapter Leader role, I would be responsible for planning, promoting, hosting, and recapping 2 events a month in the city of Bellevue TN Name: DO'S AND DON'TS OF DIVORCE LLC POSITION: Owner, and Financial Expert NATURE: As a Certified Divorce Financial Analyst, I will be the "Financial Expert" for an online training course helping guide people through the financial components of divorce process. INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2024 ADDRESS: 1201 Liberty Pike, Ste 229, Franklin TN 37067 DESCRIPTION: I will create online videos for our target audience. I will create social media posts geared towards people navigating the divorce process. It will be separate and unrelated to my current Kestra monitored Social Media platform. I will be the Financial Expert on a monthly webinar with pre-reviewed questions. There will be no investment advice given, I will strictly be providing guidance on how to navigate the divorce process from a financial standpoint.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-16 |
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