DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CETERA INVESTMENT ADVISERS LLC
MERRICK, NY
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 |
|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Apr 28, 2025 | n/a | yes | MERRICK, NY | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Apr 20, 2016 | Apr 29, 2025 | no | MERRICK, NY|AUSTIN, TX | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | Nov 6, 2015 | Sep 22, 2016 | no | Sea Cliff, NY|AUSTIN, TX|Merrick, NY | Previous registration |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | Independent wealth | Sep 7, 2010 | Oct 30, 2015 | no | GARDEN CITY, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | CETERA INVESTMENT ADVISERS LLC | Apr 29, 2025 | Apr 28, 2025 | -1 | Firm change | Ibd to ibd |
| NFP ADVISOR SERVICES, LLC | KESTRA ADVISORY SERVICES, LLC | Sep 22, 2016 | Apr 20, 2016 | -155 | Bulk transfer | Other |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | NFP ADVISOR SERVICES, LLC | Oct 30, 2015 | Nov 6, 2015 | 7 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283330:105644:TX:2025-04-29 | Apr 29, 2025 | Apr 28, 2025 | AUSTIN, TX | Firm change |