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.

Current firm

KESTRA PRIVATE WEALTH SERVICES, LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 23, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S65

First exam

May 23, 2006

First registration

Jul 13, 2006

Dual registered

no

Other names

SAMUEL WELLS COVERT III|SAMUEL WELLS COVERT

IAPD individual key

4554993

• Occurred

  Jun 25, 2025
  Advisor changed firm

  Samuel Wells Covert left Alti Wealth Management (Us International), Inc. for Kestra Private Wealth Services, Llc (registered 2025-06-06)

  Form ADVobserved 5 days ago
• Occurred

  Nov 21, 2024
  Advisor changed firm

  Samuel Wells Covert left Noctua International Wmg, Llc for Alti Wealth Management (Us International), Inc. (registered 2025-03-12)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0a802c4e-3b25-e2ea-dc8a-fbdd5270801b

First observed

Jul 13, 2006

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.