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Current Employers
Kestra Private Wealth Services, Llc

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-08-15
TX RA APPROVED 2023-08-09
  • UT RA
    APPROVED
    Since 2023-08-15
  • TX RA
    APPROVED
    Since 2023-08-09

Branch Locations

2225 Washington Blvd Suite 230, Ogden, UT 84401 • United States

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 11/2009 08/2023
Kestra Investment Services, Llc Ogden UT 08/2023 Present
Kestra Private Wealth Services, Llc Ogden UT 08/2023 Present
Previous Registrations
  • 2010-01-13 → 2023-08-14
    St Louis, MO
    Ogden, UT
Other Businesses

Business Name: CATALYST RETIREMENT SOLUTIONS POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 08/09/2023 ADDRESS: 372 e 24th street, Ogden UT 84403, United States DESCRIPTION: Retirement planning, Investment selection, Retirement reviews and updates, Wealth consultation. Insurance review and adjustment.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-31
  • S66 Uniform Combined State Law Examination
    2009-12-31
Other Names
  • Klinton Kennedy
  • Klinton K Kennedy

View on SEC IAPD

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