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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-05-30 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
40 W Broad Street Ste 510, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mau Workforce Solutions | Greenville | SC | 03/2009 | 04/2022 |
| Kestra Private Wealth Services, Llc | Greenville | SC | 05/2022 | Present |
| Kestra Investment Services, Llc | Greenville | SC | 05/2022 | Present |
Business Name: PROVISTA WEALTH ADVISORS POSITION: Operations Administrator NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/12/2023 ADDRESS: 40 W. Broad St, Ste 500, Greenville SC 29601 DESCRIPTION: I am involved in the daily operations: *money movement *trades *opening accounts *building out financial plans
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-23 |
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