Sean B Halling

Current Employers

Employment History

• 01/2015 → 05/2024
  Edward Jones
  St Louis, MO
• 06/2024 → Present
  Kestra Investment Services, Llc
  Afton, WY
• 06/2024 → Present
  Kestra Advisory Services, Llc
  Afton, WY

Previous Registrations

• 2015-03-16 → 2024-06-04
  Edward Jones
  Brigham City, UT
  Maryland Heights, MO
  Afton, WY
  Afton, WY
  Maryland Heights, MO

Other Businesses

Business Name: HALLING WEALTH MANAGEMENT POSITION: Member NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/17/2024 ADDRESS: 431 Washington St, Afton WY 83110 DESCRIPTION: I run and operate the office in conjunction with my Kestra affiliation agreement to provide financial services to my clients. I operate the business as an LLC/S-Corp for tax purposes which include payroll processing and providing workplace benefits to myself and employees. Business Name: EXCLUSIVE INSURANCE BROKERAGE POSITION: Customer NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/17/2024 ADDRESS: 3901 Cresthaven Dr, Westlake Village CA 91362 DESCRIPTION: Consulting as needed Business Name: KESTRA ADVISORY SERVICES POSITION: 1099 Independent Contractor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 06/17/2024 ADDRESS: 5707 Southwest Pkwy, Bldg. 2 Ste. 400, Austin TX 78735 DESCRIPTION: Provide advice and financial planning in accordance with company policy and regulatory requirements

Exams

• S66 Uniform Combined State Law Examination
  2015-03-14

Other Names

• Sean Halling