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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-03-16 |
Branch Locations
13801 Reese Blvd W Suite 110, Huntersville, NC 28078 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Manchester | NH | 01/2011 | 08/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2015 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Huntersville | NC | 08/2019 | 03/2023 |
| Bank Of America, N.A. | Huntersville | NC | 09/2019 | 03/2023 |
| Kestra Investment Services, Llc | Huntersville | NC | 03/2023 | Present |
| Kestra Private Wealth Services, Llc | Huntersville | NC | 03/2023 | Present |
Bus Name: DESTINATION WEALTH ADVISORS POSITION: Partner NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/16/2023 ADDRESS: 13801 Reese Blvd. W, Suite 110, Huntersville NC 28078 DESCRIPTION: Actively working as a partner and financial advisor through the DBA. Bus Name: TEACHING - SNHU POSITION: Adjunct Instructor NATURE: Education INVESTMENT RELATED: No, # OF HOURS: 12 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2017 ADDRESS: 116 Jib Ln, Mooresville NC 28117 DESCRIPTION: Facilitating online graduate classes Bus Name: DESTINATION GROUP LLC POSITION: Partner NATURE: Parent Company INVESTMENT RELATED: Yes, # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/16/2023 ADDRESS: 13801 Reese Blvd W., Suite 110, Huntersville NC 28078 DESCRIPTION: Ownership group of DBA Bus Name: EMREM CO LLC POSITION: President NATURE: receives any distributed profits or losses from Destination Group INVESTMENT RELATED: Yes, # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/23/2023 ADDRESS: 116 Jib Lane, Mooresville NC 28117, United States DESCRIPTION: This is my person LLC through which I own my interest in Destination Group LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-01 |
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