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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
GA RA APPROVED 2024-06-28
  • GA RA
    APPROVED
    Since 2024-06-28

Branch Locations

5500 Frederica Road 1201, Saint Simons Island, GA 31522 • United States

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

Brunswick, GA • 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
Larry's Giant Subs Brunswick GA 06/2018 06/2019
Georgia Southern University Savannah GA 06/2019 05/2020
Unemployed Brunswick GA 04/2014 06/2018
College Of Coastal Georgia Brunswick GA 06/2020 12/2020
University Of Georgia Athens GA 01/2021 12/2023
Gnat's Landing St. Simons Island GA 05/2020 12/2020
The Place Athens GA 06/2021 03/2024
Frederica Wealth Advisory St. Simons Island GA 06/2023 08/2023
Gnat's Landing St. Simons Island GA 06/2021 08/2021
Gnat's Landing St. Simons Island GA 05/2022 07/2022
Gnat's Landing St. Simons Island GA 06/2023 07/2023
Frederica Wealth Advisory St. Simons Island GA 03/2024 04/2024
Creekfire Rv Resort Savannah GA 11/2019 03/2020
Harris Teeter St. Simons Island GA 04/2020 05/2020
Olive Garden Athens GA 02/2021 04/2021
Kestra Investment Services, Llc Saint Simons Island GA 04/2024 Present
Kestra Advisory Services, Llc Saint Simons Island GA 06/2024 Present
  • 06/2018 → 06/2019
    Larry's Giant Subs
    Brunswick, GA
  • 06/2019 → 05/2020
    Georgia Southern University
    Savannah, GA
  • 04/2014 → 06/2018
    Unemployed
    Brunswick, GA
  • 06/2020 → 12/2020
    College Of Coastal Georgia
    Brunswick, GA
  • 01/2021 → 12/2023
    University Of Georgia
    Athens, GA
  • 05/2020 → 12/2020
    Gnat's Landing
    St. Simons Island, GA
  • 06/2021 → 03/2024
    The Place
    Athens, GA
  • 06/2023 → 08/2023
    Frederica Wealth Advisory
    St. Simons Island, GA
  • 06/2021 → 08/2021
    Gnat's Landing
    St. Simons Island, GA
  • 05/2022 → 07/2022
    Gnat's Landing
    St. Simons Island, GA
  • 06/2023 → 07/2023
    Gnat's Landing
    St. Simons Island, GA
  • 03/2024 → 04/2024
    Frederica Wealth Advisory
    St. Simons Island, GA
  • 11/2019 → 03/2020
    Creekfire Rv Resort
    Savannah, GA
  • 04/2020 → 05/2020
    Harris Teeter
    St. Simons Island, GA
  • 02/2021 → 04/2021
    Olive Garden
    Athens, GA
  • 04/2024 → Present
    Kestra Investment Services, Llc
    Saint Simons Island, GA
  • 06/2024 → Present
    Saint Simons Island, GA
Other Businesses

Bus Name: MUSIC INSTRUCTION POSITION: Music Clinician/Instructor NATURE: Music Instruction INVESTMENT RELATED: No, # OF HOURS: 60 SECURITIES TRADING HOURS: 45 START DATE: 07/15/2024 ADDRESS: 600 Abernathy Cir, Elberton GA 30605, United States DESCRIPTION: My duties consist of, but not limited to; facilitating individual music sectionals, helping to coordinate outside marching band activities, and to assist in morale boosting. I am obligated to arrive on time and hold music sectionals in a professional but goofy manner. Bus Name: FREDERICA WEALTH ADVISORY POSITION: Registered Rep NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/01/2024 ADDRESS: 5500 Frederica Rd, Ste 1205, St. Simons Island GA 31522, United States DESCRIPTION: Solicit advisory business. Provide assistance for owner of firm regarding programs such as eMoney, RedTail, etc. Help facilitate client meetings/communications. Bus Name: FREELANCE/OUTSIDE MUSICIAN POSITION: Outside/freelance Musician NATURE: Music INVESTMENT RELATED: No, # OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 03/26/2025 ADDRESS: 127 Satilla Sands Drive, Brunswick GA 31523, United States DESCRIPTION: As a freelance musician, my duties and obligations involve managing all aspects of my musical career. This includes staying on top of scheduling performances, rehearsals, and recording sessions, while ensuring timely delivery of music projects. I play both guitar and trombone, performing across a variety of genres and settings. I am responsible for maintaining and expanding my network of clients and collaborators, ensuring all work meets the client's expectations.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-24
  • S66 Uniform Combined State Law Examination
    2024-06-24

View on SEC IAPD

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