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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-11-23 |
Branch Locations
17760 Vermont St, Grafton, OH 44044 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Westlake | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westlake | OH | 11/2016 | 10/2021 |
| Kestra Investment Services, Llc | Grafton | OH | 11/2021 | Present |
| Kestra Advisory Services, Llc | Grafton | OH | 11/2021 | Present |
KESTRA ADVISORY SERVICES POSITION: Investment Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 7 START DATE: 11/15/2021 ADDRESS: 5707 SW Parkway, Building 2, Ste 400, Austin TX 78735, United States DESCRIPTION: To be a fiduciary for my clients. To develop and service my client investment portfolios. Making sure that we have the best possible position for each sector and is well balanced. Also to be aware of any life changes and to react accordingly. WHITE PINES WEALTH MANAGEMENT POSITION: Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 136 SECURITIES TRADING HOURS: 132 START DATE: 10/15/2021 ADDRESS: 34000 Hickory Ct, Avon OH 44011, United States DESCRIPTION: Recommending and maintaining investment portfolios and providing all necessary services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-08-24 |
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