DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at KESTRA ADVISORY SERVICES, LLC
Sykesville, MD | Selbyville, DE | Vero Beach, FL | 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 | Aug 14, 2024 | n/a | yes | Vero Beach, FL|Selbyville, DE|Sykesville, MD|Sykesville, MD|AUSTIN, TX | Current employment |
| OSAIC FA, INC. | Former SEC adviser | Jul 19, 2019 | Aug 16, 2024 | no | SYKESVILLE, MD|VIENNA, VA|Sykesville, MD|SYKESVILLE, MD|Selbyville, DE|Charlotte, NC | Previous registration |
| PLANNING SOLUTIONS GROUP, LLC | Former SEC adviser | Apr 29, 2013 | Jul 25, 2019 | no | FULTON, MD | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 5, 2009 | May 1, 2013 | no | SPARKS, MD|FOREST HILL, MD|BEL AIR, MD|TIMONIUM, MD|ABINGDON, MD|BALTIMORE, MD|BALTIMORE, MD|PERRY HALL, MD|BALTIMORE, MD|BALTIMORE, MD|BEL AIR, MD|BALTIMORE, MD|BALTIMORE, MD|OWINGS MILLS, MD|ELLICOTT CITY, MD|BALTIMORE, MD|FORT MILL, SC|CATONSVILLE, MD|LUTHERVILLE, MD | Previous registration |
| UVEST FINANCIAL SERVICES GROUP, INC. | n/a | Jun 14, 2004 | Jun 9, 2009 | no | SILVER SPRING, MD|SILVER SPRING, MD|ROCKVILLE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC FA, INC. | KESTRA ADVISORY SERVICES, LLC | Aug 16, 2024 | Aug 14, 2024 | -2 | Firm change | Ibd to ibd |
| PLANNING SOLUTIONS GROUP, LLC | OSAIC FA, INC. | Jul 25, 2019 | Jul 19, 2019 | -6 | Firm change | RIA to ibd |
| LPL FINANCIAL LLC | PLANNING SOLUTIONS GROUP, LLC | May 1, 2013 | Apr 29, 2013 | -2 | Firm change | Other |
| UVEST FINANCIAL SERVICES GROUP, INC. | LPL FINANCIAL LLC | Jun 9, 2009 | Jun 5, 2009 | -4 | Firm change | Other |