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

PKS ADVISORY SERVICES, LLC

Current firm class

independent wealth managerderived

Book size

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

Industry start

Jan 1, 1984earliest registration or exam on IAPD

Years in industry

42derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Mar 15, 1984

First registration

Oct 1, 2020

Dual registered

yes, broker-dealer

IAPD individual key

1241763

• Occurred

  Oct 24, 2023
  Advisor changed firm

  Roy Leon Matlock left Terra Wealth for Pks Advisory Services, Llc (registered 2023-09-21)

  Form ADVobserved 6 days ago
• Occurred

  May 9, 2022
  Advisor changed firm

  Roy Leon Matlock left Primerica Advisors for Terra Wealth (registered 2022-07-12)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:16c7302d-be43-7268-9fba-56d3927be7e6

First observed

Oct 1, 2020

Last observed

Sep 15, 2026 6 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.