Dakota Tate

Current Employers

Employment History

• 07/2017 → 05/2018
  Morgan Stanley
  Ridgeland, MS
• 10/2016 → 05/2017
  Lewis Furniture And Mattress Gallery
  Clinton, MS
• 08/2016 → 10/2016
  Mississippi College
  Clinton, MS
• 10/2017 → 05/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2025 → Present
  Kestra Investment Services, Llc
  Ridgeland, MS
• 05/2018 → 10/2020
  Regions Private Wealth Management
  Ridgeland, MS
• 10/2020 → 09/2025
  First Commercial Bank
  Ridgeland, MS
• 02/2026 → Present
  Kestra Advisory Services, Llc
  Ridgeland, MS

Previous Registrations

• 2017-10-23 → 2018-05-17
  Morgan Stanley
  Ridgeland, MS

Other Businesses

Name: BOURBON AND BUSINESS OMNIMEDIA, LLC POSITION: I am a co-Host NATURE: Podcast INVESTMENT RELATED: No # OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/13/2023 ADDRESS: 1888 Main Street, STE C146, Madison MS 39110, United States DESCRIPTION: I help interview our guests and then edit the episodes. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/29/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: WEALTHPARTNERS POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/29/2025 ADDRESS: 251 Trace Colony Park Drive, STE C, Ridgeland MS 39157, United States DESCRIPTION: Prospecting, Developing Financial Plans, Wealth Management, Advisory services, Customer engagement

Exams

• S66 Uniform Combined State Law Examination
  2026-02-27

Other Names

• Dakota Ray Tate