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Current Employers
Kestra Private Wealth Services, Llc

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-02-25
  • FL RA
    APPROVED
    Since 2020-02-25

Branch Locations

Ponte Vedra Beach, FL • United States

5707 Southwest Parkway Bldg. 2 Ste 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach, Florida FL 02/1981 02/2020
Bank Of America, N.A. Ponte Vedra Beach FL 06/2011 02/2020
Kestra Investment Services Ponte Vedra Beach FL 02/2020 Present
Kestra Private Wealth Services Ponte Vedra Beach FL 02/2020 Present
  • 02/1981 → 02/2020
    Ponte Vedra Beach, Florida, FL
  • 06/2011 → 02/2020
    Bank Of America, N.A.
    Ponte Vedra Beach, FL
  • 02/2020 → Present
    Kestra Investment Services
    Ponte Vedra Beach, FL
  • 02/2020 → Present
    Kestra Private Wealth Services
    Ponte Vedra Beach, FL
Previous Registrations
Other Businesses

Business Name: Rivergrass Wealth Management Investment Related: Yes Address: 822 Highway A1A N. Suite 342 Ponte Vedra Beach FL 32082 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Member Start Date: 2/3/2020 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Financial Advisor Business Name: Exchange Club of the Jacksonville Beaches Investment Related: No Address: P.O. Box 50795 Jacksonville Beach FL 32240 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board member Start Date: 1/1/1999 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Participate in overall planning and activities of civic organization. Business Name: Mayport Florida Chapter of the U. S. Navy League Investment Related: No Address: P. O. Box 331944 Atlantic Beach FL 32233 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board Member Start Date: 1/1/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: General supervision and participation of activities. Business Name: EXCHANGE CLUB FAMILY CENTER OF NORTHEAST FLORIDA POSITION: Board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/16/2022 ADDRESS: 4040 Woodcock Drive, Suite 105, Jacksonville FL 32207 DESCRIPTION: Overall guidance and overview of the proceedings of the non-profit.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1981-05-14
  • S63 Uniform Securities Agent State Law Examination
    1981-05-14
Other Names
  • Tim Jenkins
  • Tim Mccall Jenkins
  • Tim M Jenkins

View on SEC IAPD

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