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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-07-25 |
Branch Locations
720 Mckinley Ave Nw, Canton, OH 44703 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pleasant Wealth Associates | Berlin | OH | 11/2013 | 07/2019 |
| The O. N. Equity Sales Company | Cincinnati | OH | 01/2014 | 07/2019 |
| Hummel Wealth Management, Llc | Berlin | OH | 06/2014 | 07/2019 |
| Kestra Investment Services, Llc | Canton | OH | 07/2019 | Present |
| Pleasant Wealth Llc | Canton | OH | 07/2019 | Present |
| Kestra Advisory Services, Llc | Canton | OH | 07/2019 | Present |
Business Name: Pleasant Wealth LLC Investment Related: Yes Address: 720 McKinley Ave NW Canton OH 44703 Nature of Business: Registered Field Assistant Position, Title or Relationship: Practice Manager Start Date: 7/25/2019 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Customer service, trading, cash management, bookkeepingBusiness Name: Business Underwriter' Associates Investment Related: Yes Address: 3600 Embassy Pkwy Akron OH 44333 Nature of Business: Insurance Position, Title or Relationship: I'm an insurance agent Start Date: 1/1/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I help clients select and apply for life insurance through the insurance brokerage KESTRA ADVISORY SERVICES LLC POSITION: Investment Advisory Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 07/26/2019 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: Advise clients on portfolio selection, discretion over investment positions in some managed accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-01 |
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