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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2017-02-07 |
| LA | RA | APPROVED | 2017-02-03 |
| TX | RA | APPROVED | 2017-02-03 |
Branch Locations
503 West Church Street Po Box 160, Medina, TN 38355 • United States
5050 Poplar Avenue, Memphis, TN 38119 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
2931 Berry Hill Drive, Nashville, TN 37204 • 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Memphis | TN | 05/2010 | 02/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Germantown | TN | 09/2010 | 02/2017 |
| Yes I Can Toastmasters | Memphis | TN | 02/2017 | 05/2017 |
| Love Works | Memphis | TN | 06/2015 | 08/2018 |
| Kestra Investment Services, Llc | Medina | TN | 02/2017 | Present |
| Kestra Advisory Services, Llc | Medina | TN | 02/2017 | Present |
| Kestra Advisory Services | Austin | TX | 02/2017 | Present |
Business Name: Everett Wealth Management Investment Related: Yes Address: 503 W. Church St. P. O. Box 160 Medina TN 38355 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor, General Partner Start Date: 2/3/2017 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Day to day operations, financial planning, investment planning, insurance consultation Business Name: Kestra Advisory Services Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: financial advisor Start Date: 2/3/2017 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Fee based financial planning, fee based advisory services and accounts. Business Name: Menistry Investment Related: No Address: 526 East Lawnwood drive collierville TN 38017 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: board member Start Date: 1/18/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: provide advice on taking mission trips, helping plan trips, trip logistics, helping form teams for the trips
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-29 |
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