Best Investors Account Sign in
Current Employers
Kestra Private Wealth Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-07-27
MI RA APPROVED 2022-12-01
  • TX RA
    APPROVED_RES
    Since 2023-07-27
  • MI RA
    APPROVED
    Since 2022-12-01

Branch Locations

40701 Woodward Avenue Suite 103, Bloomfield Hills, MI 48304 • United States

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

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • 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 03/2010 01/2020
A.G.P. / Alliance Global Partners Altoona WI 01/2020 11/2022
Kestra Investment Services Llc Bloomfield Hills MI 11/2022 Present
Kestra Private Wealth Services Llc Bloomfield Hills MI 11/2022 Present
Previous Registrations
Other Businesses

Business Name: OWL PRIVATE WEALTH ADVISORS POSITION: Private Wealth Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/28/2022 ADDRESS: 40701 Woodward Ave, Suite 103, Bloomfield Hills MI 48304 DESCRIPTION: Service retail clients investments, planning and insurance needs. Business Name: NOW GYM POSITION: Instructor NATURE: Fitness INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2015 ADDRESS: 1625 N Main St, Royal Oak MI 48067 DESCRIPTION: I teach fitness and kickboxing classes. Business Name: FOXHOLE POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/30/2025 ADDRESS: 444 W Maple Rd, Suite A, Troy MI 48084, United States DESCRIPTION: Vote on actions taken by the charity to hold events, sponsor vets, delegate duties, and support current members. Business Name: TWO GREAT DANES INC. POSITION: Owner NATURE: Passthrough Entity INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/24/2023 ADDRESS: 3281 Cumberland Rd, Berkley MI 48072, United States DESCRIPTION: Manage business income, expenses and payroll to self.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-05-07
  • S66 Uniform Combined State Law Examination
    2010-05-07

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bloomfield Hills, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor