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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-03-30 |
| TX | RA | APPROVED | 2023-03-28 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
800 Mount Vernon Highway Ne Suite 350, Atlanta, GA 30327 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hill, Wilder & Associates | Atlanta | GA | 04/2014 | 10/2022 |
| Ameriprise Financial Services, Llc | Atlanta | GA | 11/2022 | 03/2023 |
| Kestra Investment Services, Llc | Atlanta | GA | 03/2023 | Present |
| Kestra Advisory Services, Llc | Atlanta | GA | 03/2023 | Present |
Business Name: KESTRA ADVISORY SERVICES LLC POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/31/2023 ADDRESS: 5707 Southwest Parkway, Bldg 2 Suite 400, Austin TX 78735, United States DESCRIPTION: asset management financial planning insurance Business Name: ELEMENT WEALTH ADVISORS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/28/2022 ADDRESS: 800 Mount Vernon Highway, Suite 350, Atlanta GA 30328, United States DESCRIPTION: asset management financial planning insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-09 |
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