Best Investors Account Sign in
Current Employers
Kestra Private Wealth Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-03
  • TX RA
    APPROVED
    Since 2022-01-03

Branch Locations

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

5707 Southwest Parkway Building 2, Ste 400, Austin, TX 78735 • 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
Washington Wealth Management, Llc San Diego CA 08/2011 Present
Kestra Investment Services, Llc San Diego CA 02/2014 Present
Kestra Private Wealth Services, Llc San Diego CA 08/2011 Present
  • 08/2011 → Present
    Washington Wealth Management, Llc
    San Diego, CA
  • 02/2014 → Present
    Kestra Investment Services, Llc
    San Diego, CA
  • 08/2011 → Present
    San Diego, CA
Previous Registrations
  • 2010-11-01 → 2011-08-08
    San Diego, CA
    San Diego, CA
    Weehawken, NJ
    San Diego, CA
    La Jolla, CA
  • 2009-06-01 → 2010-09-24
    San Diego, CA
    Carlsbad, CA
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    La Jolla, CA
    San Diego, CA
    La Jolla, CA
  • 2007-02-26 → 2007-04-02
    Morgan Stanley Dw Inc.
    Lajolla, CA
  • 1995-01-11 → 2007-02-27
    San Diego, CA
    La Jolla, CA
    San Diego, CA
    La Jolla, CA
Other Businesses

Business Name: Kestra Private Wealth Services, LLC Investment Related: Yes Address: 3570 Carmel Mountain Road Ste 150 San Diego CA 92130 Nature of Business: Registered Field Assistant; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Employee Start Date: 8/1/2011 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Investment Advisory Firm - Administrative/Operations

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-05-06
S63 Uniform Securities Agent State Law Examination 1986-09-06
  • S65 Uniform Investment Adviser Law Examination
    1995-05-06
  • S63 Uniform Securities Agent State Law Examination
    1986-09-06
Other Names
  • Randall S Wilson
  • Scott Randall Wilson
  • Scott Wilson
  • Randall Scott Wilson
  • R Scott Wilson
  • Randall Wilson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor