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Current Employers
Kestra Private Wealth Services, Llc

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-12-14
  • GA RA
    APPROVED
    Since 2023-12-14

Branch Locations

201 Wes Park Dr. Suite 200, Perry, GA 31069 • United States

Perry, 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
Centerstate Bank Mortgage Atlanta GA 01/2017 02/2020
Stronghill Capital Austin TX 04/2020 12/2020
Planters First Bank Perry GA 02/2021 03/2023
Canton Wealth Partners Perry GA 04/2023 09/2023
Kestra Investment Services, Llc Roswell GA 10/2023 Present
Unemployed / Student Perry GA 01/2012 12/2016
Kestra Advisor Services, Llc Roswell GA 11/2023 Present
  • 01/2017 → 02/2020
    Centerstate Bank Mortgage
    Atlanta, GA
  • 04/2020 → 12/2020
    Stronghill Capital
    Austin, TX
  • 02/2021 → 03/2023
    Planters First Bank
    Perry, GA
  • 04/2023 → 09/2023
    Canton Wealth Partners
    Perry, GA
  • 10/2023 → Present
    Kestra Investment Services, Llc
    Roswell, GA
  • 01/2012 → 12/2016
    Unemployed / Student
    Perry, GA
  • 11/2023 → Present
    Kestra Advisor Services, Llc
    Roswell, GA
Previous Registrations
Other Businesses

Business Name: CANTON WEALTH PARTNERS POS: Financial Advisor NOB: Insurance INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/17/2023 ADDRESS: 1243 Canton Street, Roswell GA 30075 DESC: Advise clients on investment practices, execute trades, manage wealth for clients Business Name: KESTRA ADVISORY SERVICES POS: IAR NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/16/2023 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESC: IAR Business Name: CENTRAL PROVISIONS LLC POS: Owner NOB: Pass-thru for accounting purposes INV REL: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/09/2023 ADDRESS: 902 Northside Drive, Perry GA 31069 DESC: Pass-thru for accounting purposes

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-09
  • S66 Uniform Combined State Law Examination
    2023-11-09

View on SEC IAPD

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