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 ADVISORY 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

Feb 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Nov 4, 2013

First registration

Nov 30, 2020

Dual registered

yes, broker-dealer

IAPD individual key

6171387

• Occurred

  Oct 30, 2024
  Advisor changed firm

  Eric R Cohen left B. Riley Wealth Advisors, Inc. for Kestra Advisory Services, Llc (registered 2024-10-17)

  Form ADVobserved 5 days ago
• Occurred

  Mar 3, 2023
  Advisor changed firm

  Eric R Cohen left Stoever Glass Wealth Management, Inc. for B. Riley Wealth Advisors, Inc. (registered 2023-03-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:29ffdeae-16f5-3b35-4a8a-f528238c2bdd

First observed

Nov 30, 2020

Last observed

Sep 14, 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.