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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2017-09-11 |
| TX | RA | APPROVED_RES | 2017-09-11 |
Branch Locations
6525 Quail Hollow Suite 330, Memphis, TN 38120 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg Investments Inc | Memphis | TN | 12/2011 | 08/2017 |
| Kestra Investment Services, Llc | Memphis | TN | 09/2017 | Present |
| Kestra Advisory Services, Llc | Memphis | TN | 09/2017 | Present |
Business Name: Dominion Partners Private Wealth Management Investment Related: Yes Address: 6410 Poplar Avenue, Suite 715 Memphis TN 38119 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position: Financial Advisor Start Date: 9/6/2017 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Helping clients manage their investments to meet their financial goals Business Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2 Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position: Independent Contractor Start Date: 9/1/2017 Hours per month: 51% - 60% (81 - 96 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: Investment Advisory Services
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-02-22 |
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