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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2018-12-04 |
Branch Locations
251 Trace Colony Park Drive Suite C, Ridgeland, MS 39157 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Denver | CO | 08/2016 | 08/2017 |
| Mml Investors Services | Denver | CO | 11/2016 | 08/2017 |
| Personal Capital | Denver | CO | 08/2017 | 09/2018 |
| Kestra Investment Services, Llc. | Ridgeland | MS | 11/2018 | Present |
| Kestra Advisory Services, Llc. | Ridgeland | MS | 11/2018 | Present |
Business Name: WealthPartners Investment Related: Yes Address: 220 Trace Colony Park Dr, Suite A Ridgeland MS 39157 Nature of Business: Registered Field Assistant Position, Title or Relationship: Wealth Management Analyst Start Date: 11/26/2018 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Operations, planning, research, supportBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Bldg. 2, Ste. 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Registered Rep Start Date: 5/1/2021 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Investment advisory services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-07 |
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