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Advisor at KESTRA ADVISORY SERVICES, LLC
Westport, MA | AUSTIN, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Dec 10, 2025 | n/a | yes | Westport, MA|AUSTIN, TX | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | Dec 1, 2025 | no | SMITHFIELD, RI|FALL RIVER, MA|BOSTON, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Feb 16, 2023 | Mar 31, 2025 | no | SMITHFIELD, RI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | KESTRA ADVISORY SERVICES, LLC | Dec 1, 2025 | Dec 10, 2025 | 9 | Firm change | Ibd to ibd |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104555:283330:MA:2025-11-20 | Dec 1, 2025 | Dec 10, 2025 | BOSTON, MA | Firm change |