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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-08 |
| SC | RA | APPROVED | 2022-05-04 |
Branch Locations
116 N Markley Street Ste 200, Greenville, SC 29601 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Greenville | SC | 05/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenville | SC | 11/2016 | 05/2022 |
| Kestra Investment Services, Llc | Greenville | SC | 05/2022 | Present |
| Kestra Advisory Services, Llc | Greenville | SC | 05/2022 | Present |
Name: PROVISTA WEALTH ADVISORS POSITION: Partner, Director of Client Experience NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/04/2022 ADDRESS: 40 W. Broad Street, Suite 510, Greenville SC 29601, United States DESCRIPTION: As partner and director of client experience I assist clients with financial plans and investment strategy. Name: CARIBOU POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 04/03/2023 ADDRESS: 40 W. Broad Street, Suite 510, Greenville SC 29601, United States DESCRIPTION: I will get the client set up with Caribou Wealth where the client will complete a questionnaire and then we will receive a health insurance analysis and comparison between different options and providers so the client will be better informed with their options. I will not be selling the insurance, the client will then have to go find an agent who can establish that health insurance plan for them. Name: MITCHELL ROAD SPORTS CLUB POSITION: Vice President of the Board NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 207 Mitchell Road, Greenville SC 29615, United States DESCRIPTION: Help give input on strategic decisions for the sports club.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-26 |
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