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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-03
MD RA APPROVED 2022-07-29
  • TX RA
    APPROVED
    Since 2022-08-03
  • MD RA
    APPROVED
    Since 2022-07-29

Branch Locations

154 N. Market Street Ste. 154A, Frederick, MD 21701 • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Central Intelligence Agency Washington DC 09/2019 05/2022
University Of South Carolina Columbia SC 01/2016 05/2019
Unemployed Frederick MD 05/2019 09/2019
Kestra Investment Services Llc Frederick MD 05/2022 Present
  • 09/2019 → 05/2022
    Central Intelligence Agency
    Washington, DC
  • 01/2016 → 05/2019
    University Of South Carolina
    Columbia, SC
  • 05/2019 → 09/2019
    Unemployed
    Frederick, MD
  • 05/2022 → Present
    Kestra Investment Services Llc
    Frederick, MD
Other Businesses

Business Name: RS WILL WEALTH MANAGEMENT, LLC POSITION: Investment Associate NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/02/2022 ADDRESS: 154 A N. Market Street, Frederick MD 21701 DESCRIPTION: Pass Series 7 & 66 Execute trades Support investment projects Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Associate NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/02/2022 ADDRESS: 5707 Southwest Pkwy, BLDG 2, Suite 400, Austin TX 78735 DESCRIPTION: Trading clients accounts. Preparing meeting documentation. Client & team education.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-28
  • S66 Uniform Combined State Law Examination
    2022-07-28

View on SEC IAPD

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