Chelsey Wahlman

Current Employers

Employment History

• 06/2015 → 03/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Germantown, TN
• 03/2022 → 01/2023
  Raymond James Financial Services, Inc
  Columbia, TN
• 04/2022 → 01/2023
  Southwestern Investment Group
  Franklin, TN
• 04/2022 → 01/2023
  Southwestern Investment Advisory Services, Inc.
  Columbia, TN
• 04/2022 → 01/2023
  Swatzell Wealth Team
  Columbia, TN
• 11/2022 → 01/2023
  Sagespring
  Columbia, TN
• 03/2023 → 01/2025
  Beacon Capital Management
  Franklin, TN
• 01/2025 → Present
  Kestra Investment Services, Llc
  Essex, CT
• 01/2025 → Present
  Kestra Advisory Services, Llc
  Essex, CT

Previous Registrations

• 2023-04-10 → 2025-02-17
  Beacon Capital Management, Llc
  Franklin, TN
• 2022-08-09 → 2023-03-14
  Sagespring Wealth Partners
  Columbia, TN
• 2016-03-01 → 2022-03-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
  Memphis, TN
  Brentwood, TN

Other Businesses

Bus Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/27/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: MAGNOLIA WEALTH PARTNERS, LLC POSITION: Registered Wealth Management Client Associate NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/27/2025 ADDRESS: P.O. Box 681672, Franklin TN 37168, United States DESCRIPTION: Client onboarding, account opening and maintenance, money movements and trades

Exams

• S66 Uniform Combined State Law Examination
  2016-02-29

Other Names

• Chelsey Anne Scott