Kathleen Wyble Graham

Current Employers

Employment History

• 01/2011 → 10/2016
  Wells Fargo Advisors Llc
  San Antonio, TX
• 10/2016 → 11/2021
  Lpl Financial, Llc
  San Antonio, TX
• 11/2021 → Present
  Kestra Investment Services Llc
  San Antonio, TX
• 11/2021 → Present
  Kestra Advisory Services
  San Antonio, TX

Previous Registrations

• 2016-10-13 → 2021-11-19
  Lpl Financial Llc
  San Antonio, TX
  Allen, TX
  San Antonio, TX
• 2011-01-03 → 2016-10-19
  Wells Fargo Clearing Services, Llc
  San Antonio, TX
  San Antonio, TX
  Austin, TX
• 2007-05-07 → 2011-01-03
  Wells Fargo Investments, Llc
  San Antonio, TX
  San Antonio, TX
  Boerne, TX

Other Businesses

1. 10/13/2016 - WYBLE GRAHAM GARCIA WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ SAN ANTONIO, TX Name: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/09/2021 ADDRESS: 5707Southwest Pkwy, Bldg 2 Ste 400, Austin TX 78735, United States DESCRIPTION: Providing complete investment advisory services for Clients. Name: WYBLE GRAHAM GARCIA WEALTH MANAGEMENT, LLC POSITION: Managing Partner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/09/2021 ADDRESS: 14855 Blanco Rd, Suite 218, San Antonio TX 78216, United States DESCRIPTION: Provide Clients full range of investment services. Manage the practice to include all business decisions that affect Wyble Graham Garcia Wealth Management , LLC. Name: 1934 WENDEL AHREN RD. POSITION: co-owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/27/2025 ADDRESS: 1414 West Bitters Road, Bldg 10, San Antonio TX 78248, United States DESCRIPTION: Make house available for short term rentals about 2/3 of the year.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-03
• S63 Uniform Securities Agent State Law Examination
  1981-09-05

Designations

Other Names

• Kathleen Patricia Mccormick
• Kathleen Wyble
• Kathleen Patricia Wyble
• Kathleen Patricia Montoya
• Kathleen Patricia Wyble