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Demian Wolters

Kestra Advisory Services, LLC

Austin, TX

Clermont, FL

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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-01
TX RA APPROVED_RES 2024-06-27
  • FL RA
    APPROVED
    Since 2024-07-01
  • TX RA
    APPROVED_RES
    Since 2024-06-27

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Clermont, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc Atlanta GA 05/2014 06/2023
Suntrust Advisory Services Atlanta GA 09/2016 06/2024
Truist Investment Services, Inc. Orlando FL 06/2023 06/2024
Kestra Investment Services, Llc Austin TX 06/2024 Present
Kestra Advisory Services, Llc Austin TX 06/2024 Present
  • 05/2014 → 06/2023
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 09/2016 → 06/2024
    Suntrust Advisory Services
    Atlanta, GA
  • 06/2023 → 06/2024
    Truist Investment Services, Inc.
    Orlando, FL
  • 06/2024 → Present
    Kestra Investment Services, Llc
    Austin, TX
  • 06/2024 → Present
    Kestra Advisory Services, Llc
    Austin, TX
Previous Registrations
  • 2016-09-14 → 2024-06-20
    Truist Advisory Services, Inc.
    Orlando, FL
  • 2014-05-12 → 2016-12-31
    Truist Investment Services, Inc.
    Orlando, FL
    Orlando, FL
    Orlando, FL
    Atlanta, GA
    Charlotte, NC
  • 2009-08-20 → 2012-07-03
    Chase Investment Services Corp.
    Mamaroneck, NY
    Mamaroneck, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-08-18
S63 Uniform Securities Agent State Law Examination 1998-08-19
  • S65 Uniform Investment Adviser Law Examination
    2009-08-18
  • S63 Uniform Securities Agent State Law Examination
    1998-08-19
Other Names
  • Demian John Wolters

View on SEC IAPD

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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

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