Kestra Financial, Inc.

Company Details

Name:	Kestra Financial, Inc.
Jurisdiction:	MISSISSIPPI
Business Type:	Profit Corporation
Status:	Good Standing
Effective Date:	29 Sep 2022 (2 years ago)
Business ID:	1360091
State of Incorporation:	DELAWARE
Principal Office Address:	5707 Southwest Parkway, Bldg 2, Ste. 400Austin, TX 78735

Agent

Name	Role	Address
C. T. CORPORATION SYSTEM	Agent	645 LAKELAND EAST DRIVE STE 101, FLOWOOD, MS 39232

President

Name	Role	Address
James L. Poer	President	5707 Southwest Parkway, Bldg 2, Ste. 400, Austin, TX 78735
Stephen Langlois	President	5707 Southwest Parkway, Bldg 2, Ste. 400, Austin, TX 78735

Chief Executive Officer

Name	Role	Address
James L. Poer	Chief Executive Officer	5707 Southwest Parkway, Bldg 2, Ste. 400, Austin, TX 78735

Vice President

Name	Role	Address
Karen Bean	Vice President	5707 Southwest Parkway, Bldg 2, Ste. 400, Austin, TX 78735
Kelly Edwards	Vice President	5707 Southwest Parkway, Bldg 2, Ste. 400, Austin, TX 78735
Yin Kelly Yin	Vice President	5707 Southwest Parkway, Bldg 2, Ste. 400, Austin, TX 78735
Richard Kerstiens	Vice President	5707 Southwest Parkway, Bldg 2, Ste. 400, Austin, TX 78735
Julia (Julie) Peoples	Vice President	5707 Southwest Parkway, Bldg 2, Ste. 400, Austin, TX 78735
William Tadio	Vice President	5707 Southwest Parkway, Bldg 2, Ste. 400, Austin, TX 78735
Ashley Green	Vice President	5707 Southwest Parkway, Bldg 2, Ste. 400, Austin, TX 78735
Shawn Thompson	Vice President	5707 Southwest Parkway, Bldg 2, Ste. 400, Austin, TX 78735
Clay Johnson	Vice President	5707 Southwest Parkway, Bldg 2, Ste. 400, Austin, TX 78735
Brian Campos	Vice President	5707 Southwest Parkway, Bldg 2, Ste. 400, Austin, TX 78735
Frederick Kufta	Vice President	5707 Southwest Parkway, Bldg 2, Ste. 400, Austin, TX 78735
Douglas Kish	Vice President	5707 Southwest Parkway, Bldg 2, Ste. 400, Austin, TX 78735
Stephen Smith	Vice President	5707 Southwest Parkway, Bldg 2, Ste. 400, Austin, TX 78735
Dennis (Frank) Weldon	Vice President	5707 Southwest Parkway, Bldg 2, Ste. 400, Austin, TX 78735
Robert (Taylor) Hammons	Vice President	5707 Southwest Parkway, Bldg 2, Ste. 400, Austin, TX 78735
Shawn Shook	Vice President	5707 Southwest Parkway, Bldg 2, Ste. 400, Austin, TX 78735

Secretary

Name	Role	Address
R. Bredt Norwood	Secretary	5707 Southwest Parkway, Bldg 2, Ste. 400, Austin, TX 78735

Chief Financial Officer

Name	Role	Address
Joel Bennett	Chief Financial Officer	5707 Southwest Parkway, Bldg 2, Ste. 400, Austin, TX 78735

Assistant Secretary

Name	Role	Address
Shawn Shook	Assistant Secretary	5707 Southwest Parkway, Bldg 2, Ste. 400, Austin, TX 78735
Laura Powell	Assistant Secretary	5707 Southwest Parkway, Bldg 2, Ste. 400, , Texas, Austin, TX 78735
Daphne Braddock	Assistant Secretary	5707 Southwest Parkway, Bldg 2, Ste. 400, Austin, MS 78735

Director

Name	Role	Address
Laura Powell	Director	5707 Southwest Parkway, Bldg 2, Ste. 400, , Texas, Austin, TX 78735

Filings

Type	Status	Filed Date	Description
Annual Report	Filed	2025-02-13	Annual Report For Kestra Financial, Inc.
Annual Report	Filed	2024-02-03	Annual Report For Kestra Financial, Inc.
Annual Report	Filed	2023-08-14	Annual Report For Kestra Financial, Inc.
Formation Form	Filed	2022-09-29	Formation For Kestra Financial, Inc.

Date of last update: 03 Mar 2025

Sources: Mississippi Secretary of State