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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-19 |
| GA | RA | APPROVED | 2024-06-06 |
Branch Locations
800 Mount Vernon Highway Ne Suite 350, Atlanta, GA 30328 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Element Wealth Advisors | Atlanta | GA | 06/2023 | 02/2024 |
| Kestra Investment Services, Llc | Atlanta | GA | 03/2024 | Present |
| Florida State University | Tallahassee | FL | 08/2019 | 05/2023 |
| High School Education | Atlanta | GA | 02/2014 | 07/2019 |
| Kestra Advisory Services, Llc | Altlanta | GA | 03/2024 | Present |
Business Name: ELEMENT WEALTH ADVISORS POSITION: Financial Planning Assistant NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2023 ADDRESS: 800 Mount Vernon Highway, Suite 350, Atlanta GA 30328, United States DESCRIPTION: Paraplanner Assisting advisors Business Name: KESTRA ADVISORY SERVICES LLC POSITION: Financial Planning Assistant NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2023 ADDRESS: 5707 SW Parkway, Bldg. 2 Ste. 400, Austin TX 78735, United States DESCRIPTION: Assist financial advisors in fostering relationships with new and existing clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-04 |
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