Keith Stabasefski

Current Employers

Employment History

• 06/2010 → 10/2019
  Cavok Wealth Consulting
  Davidson, NC
• 09/2013 → 11/2019
  Secrest Blakey & Associates, Llc
  Davidson, NC
• 10/2019 → 11/2019
  Untied Income, Inc.
  Washington, DC
• 11/2019 → 09/2021
  Capital One Investing, Inc
  Mclean, VA
• 09/2021 → 03/2023
  Bgw Cpa, Pllc
  Charlotte, NC
• 05/2022 → 03/2023
  Bgw Wealth Advisors, Llc
  Charlotte, NC
• 03/2023 → Present
  Kestra Private Wealth Services
  Huntersville, NC

Previous Registrations

• 2022-05-31 → 2023-03-17
  Bgw Wealth Advisors, Llc
  Charlotte, NC
• 2019-11-20 → 2021-09-20
  Capital One Investing, Inc.
  Davidson, NC
  Mooresville, NC
  Mclean, VA
• 2013-10-03 → 2019-11-11
  Southeast Financial Group
  Davidson, NC
  Davidson, NC
  Raleigh, NC
• 2012-01-04 → 2013-10-03
  Lpl Financial Llc
  Davidson, NC

Other Businesses

NAME: Keith Stabasefski POSITION: owner NATURE: Tax/Accounting/CPA; Enrolled Agent INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2022 ADDRESS: 134 Karlstad Ln. Mooresville, North Carolina 28115 DESCRIPTION: prepare 1099s and tax returns NAME: Destination Wealth Advisors POSITION: DBA of Kestra NATURE: Registered rep activities through Kestra Investment Services; Investment advisory services through Kestra Private Wealth Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/16/2023 ADDRESS: 13801 Reese Blvd W Ste 110 Huntersville, North Carolina 28078 DESCRIPTION: DBA NAME: Destination Wealth Advisors, LLC POSITION: Senior Portfolio manager NATURE: Other; Pass through entity for earnings and expenses INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/16/2023 ADDRESS: 13801 Reese Blvd W Ste 110 Huntersville, North Carolina 28078 DESCRIPTION: This is used as a pass through entity for earnings and expenses for the DBA. NAME: Destination Group LLC POSITION: owner NATURE: Parent Company INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2023 ADDRESS: 13801 Reese Blvd W Ste 110 Huntersville, North Carolina 28078 DESCRIPTION: general operations NAME: KMEK Holdings POSITION: Manager NATURE: Other; Holding Company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/08/2025 ADDRESS: 134 Karlstad Ln Mooresville, North Carolina 28115 DESCRIPTION: Operation of the holding company

Exams

• S66 Uniform Combined State Law Examination
  2011-12-30

Designations

Other Names

• Keith Richard Stabasefsk
• Keith Richard Stabasefski