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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-05-06 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
4730 South National Ave B-4, Springfield, MO 65810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Springfield | MO | 04/2022 | Present |
| Twin Oaks Country Club | Springfield | MO | 04/2020 | 07/2022 |
| Millwood Golf Club | Ozark | MO | 06/2017 | 08/2019 |
| Unemployed | Nixa | MO | 01/2013 | 06/2017 |
| Missouri State University | Springfield | MO | 08/2019 | 04/2020 |
| Kestra Advisory Services, Llc | Springfield | MO | 05/2024 | Present |
Business Name: KESTRA ADVISORY SERVICES LLC POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/06/2023 ADDRESS: 5707 Southwest Parkway Bldg. 2, Ste. 400, Austin TX 78735 DESCRIPTION: Investment advisory services Business Name: EVANS WEALTH PLANNING POSITION: Assistant NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/01/2023 ADDRESS: 319 N Main St, Ste. 310, Springfield MO 65806 DESCRIPTION: I currently am an assistant to Stephen Evans, the owner. After I have passed my Series 7 and 66 I will become a financial advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-03 |
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