Mitchell Brian Walk

Current Employers

Employment History

• 07/2012 → Present
  Retirement Wealth Specialists Inc.
  Longwood, FL
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Longwood, FL
• 01/2001 → Present
  Kestra Investment Services, Llc
  Longwood, FL

Previous Registrations

• 2000-09-08 → 2012-12-13
  Asset Management Partners
  Longwood, FL

Other Businesses

Name: BUMW inc Investment Related: No Address: 407 WEKIVA SPRINGS ROAD SUITE 247 Longwood FL 32779 Nature of Business: name change of former company after the sale to Kestra Title: president Start Date: 2/4/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: none. close out former company Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Title: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: UWP Ballard Investment Related: Yes Address: 1605 Main Street suite 1110 Saraosta FL 34236 Nature of Business: Real Estate Title: Moved to Other from Officer Start Date: 8/1/2008 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: None Name: Flagler College Investment Related: No Address: King Street St Augustine FL 32809 Nature of Business: Community/Charitable/Civic Title: Board of trustees Start Date: 11/1/2011 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: College trustee. On the enrollment committee , facility committee and advancement committee Name: CRJ Endowment Investment Related: No Address: 928 malone drive Orlando FL 32810 Nature of Business: Community/Charitable/Civic Title: Member Start Date: 11/1/2011 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Meet 3 times a year to discuss fund raising ideas Name: SECURITY FINANCIAL MANAGEMENT POSI: managing director NATURE: Registered rep activities through Kestra Investment Services INV REL: Yes # OF HOURS: 150 SECURITIES TRADING HOURS: 110 START DATE: 04/01/2024 ADDRESS: 2420 S Lakemont Ave, suite 120, Orlando FL 32814 DESC: Meet with clients for wealth management including investment advice and financial planning. Also over see and work on marketing events and podcasts Name: ST AUGUSTINE PROPERTY HOLDINGS LLC POSITION: owner of property NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/16/2025 ADDRESS: 4250 A1A South Unit E-15, ST Augustine FL 32084, United States DESCRIPTION: no duties or activates. The professional rental company handles the entire property. I look at the activities online to see if they have rented the unit and check my expected revenue. It is short term rentals. minimum 3 day stays NAME: MNW PROPERTY GROUP LLC-CA POSITION: co owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2025 ADDRESS: 2048 hutton pt, longwood FL 32779, United States DESCRIPTION: collect rent and pay bills Name: HENRYAMOS HOLDINGS LLC POSITION: member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2026 ADDRESS: 2048 Hutton Pt, Longwood FL 32779, United States DESCRIPTION: I have turned this over to a property management company. They will handle all duties. I will just receive monthly income from the property. All other duties will be handled by the professional property management company

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-05-17
• S65 Uniform Investment Adviser Law Examination
  1999-02-22