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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 | 2024-11-14 |
Branch Locations
503 W. Church Street, Medina, TN 38355 • 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 |
|---|---|---|---|---|
| Raymond James | Memphis | TN | 09/2016 | 01/2022 |
| University Of Memphis | Memphis | TN | 08/2014 | 09/2016 |
| First Horizon Advisors, Inc. | Memphis | TN | 01/2022 | 10/2024 |
| Kestra Investment Services, Llc | Medina | TN | 11/2024 | Present |
| Kestra Advisory Services, Llc | Medina | TN | 11/2024 | Present |
Business Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/08/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Business Name: EVERETT WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/08/2024 ADDRESS: 503 West Church St., Medina TN 38355, United States DESCRIPTION: I will be a financial advisor. I will help clients invest and prepare their investment accounts for retirement. That will include opening new accounts and managing those accounts while they are open.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-28 |
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