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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-05-05
GA RA APPROVED 2022-05-03
  • TX RA
    APPROVED_RES
    Since 2022-05-05
  • GA RA
    APPROVED
    Since 2022-05-03

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

2727 North Columbia Street, Milledgeville, GA 31061 • 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
Agents Marketing Group Athens GA 06/1987 Present
Proequities, Inc. Milledgeville GA 08/1987 05/2022
Concourse Financial Group (Fka Proequities, Inc) Milledgeville GA 02/2003 05/2022
Kestra Investment Services, Llc Milledgeville GA 05/2022 Present
Kestra Advisory Services, Llc Milledgeville GA 05/2022 Present
  • 06/1987 → Present
    Agents Marketing Group
    Athens, GA
  • 08/1987 → 05/2022
    Proequities, Inc.
    Milledgeville, GA
  • 02/2003 → 05/2022
    Concourse Financial Group (Fka Proequities, Inc)
    Milledgeville, GA
  • 05/2022 → Present
    Kestra Investment Services, Llc
    Milledgeville, GA
  • 05/2022 → Present
    Milledgeville, GA
Previous Registrations
  • 2003-02-24 → 2022-05-02
    Concourse Financial Group Securities, Inc.
    Milledgeville, GA
    Milledgeville, GA
Other Businesses

(dba) PROTECTIVE FINANCIAL SERVICES; INVESTMENT RELATED; 2727 N COLUMBIA STREET, MILLEDGEVILLE, GA 31061; INSURANCE AND SECURITIES; INVESTMENT ADVISER REPRESENTATIVE (02/2003) ; REGISTERED REPRESENTATIVE (08/1987); STARTED 08/1987; 160 HOURS PER MONTH BUSINESS; "DOING BUSINESS AS" NAME.//SINCLAIR BAPTIST CHURCH; NON-INVESTMENT RELATED; 102-A AIRPORT RD, MILLEDGEVILLE GA 31061; CHURCH; BOARD MEMBER; START DATE 01/2015; 4 HOURS PER MONTH WITH NO HOURS DURING TRADING HOURS; REVIEW BUSINESS ACTIVITIES OF THE CHURCH.//HAMLIN REAL ESTATE; NON-INVESTMENT RELATED; P O BOX 1102, MILLEDGEVILLE GA 31059; OFFICE RENATAL; OWNER; START DATE 01/2004; 4 HOURS PER MONTH WITH NO HOURS PER MONTH DURING TRADING HOURS; RENT AND MANAGE 3 OFFICE BUILDINGS.//TODD HAMLIN; INVESTMENT RELATED; 2727 N COLUMBIA STREET, P O BOX 1102, MILLEDGEVILLE, GA 31059; INSURANCE; AGENT; START DATE 09/1987; 20 HOURS PER MONTH WITH ALL HOURS PER MONTH OCCURRING DURING TRADING HOURS; INSURANCE PRODUCT SALES AND SERVICE. PROTECTIVE FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 130 START DATE: 08/30/2007 ADDRESS: 2727 N. Columbia Street, Milledgeville ga GA 31061, United States DESCRIPTION: Conduct detailed fact finding. Develop, present and implement financial plans including record stated client goals and objectives, investment planning, education planning, tax planning, insurance benefits and risk management planning, estate planning and retirement planning. KESTRA ADVISORY SERVICES POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 05/02/2022 ADDRESS: 5707 southwest pkwy, BLDG 2, suite 400, Austin TX 78735, United States DESCRIPTION: Research investments that may be appropriate for clients. Educate clients regarding the investments available to them. Assist clients with the application process. conduct quarterly reviews of investments. Meet with clients on a regular basis to assess the investments as they pertain to client objectives. HAMLIN RENTAL PROPERTIES POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/03/2006 ADDRESS: 2727 North Columbia Street, Milleedgeville GA 31061, United States DESCRIPTION: Rent properties. 2 commercial buildings INVESTMENT ADVISOR - KAS, LLC POSITION: Registered Rep NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 05/01/1988 ADDRESS: 5707 Southwest Parkway Building 2 Ste. 400, Austin TX 78735, United States DESCRIPTION: Financial Planning PROTECTIVE FINANCIAL SERVICES INC POSITION: Agent NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/1988 ADDRESS: 2727 North Columbia St, Milledgeville GA 31061, United States DESCRIPTION: Recommend and write insurance products that relate to clients finanaical needs. HAMLIN FARM POSITION: Owner NATURE: Timber Farm INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2000 ADDRESS: 1109 Oconee Springs Rd, Eatonton GA 31024, United States DESCRIPTION: Planting and Harvesting Pine Trees KESTRA ADVISORY SERVICES POSITION: Registered Rep NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 05/02/2022 ADDRESS: 5707 southwest pkwy, BLDG 2, suite 400, Austin TX 78735, United States DESCRIPTION: Financial Advisor and registered rep

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-02-07
S63 Uniform Securities Agent State Law Examination 1987-11-30
  • S65 Uniform Investment Adviser Law Examination
    1996-02-07
  • S63 Uniform Securities Agent State Law Examination
    1987-11-30

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