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Advisor at KESTRA PRIVATE WEALTH SERVICES, LLC
Burlington, MA | 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 PRIVATE WEALTH SERVICES, LLC | Bd affiliated wealth | Jun 29, 2022 | n/a | yes | Burlington, MA|AUSTIN, TX | Current employment |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Feb 22, 2017 | Jul 1, 2022 | no | BOSTON, MA|CANTON, MA|SOMERVILLE, MA|MEDFORD, MA|MALDEN, MA|BOSTON, MA|BURLINGTON, MA|MEDFORD, MA|CAMBRIDGE, MA|MALDEN, MA|SAUGUS, MA|MEDFORD, MA|SWAMPSCOTT, MA|MALDEN, MA|SWAMPSCOTT, MA|BURLINGTON, MA|CAMBRIDGE, MA|MALDEN, MA|MEDFORD, MA|MALDEN, MA|SAUGUS, MA|MEDFORD, MA|Woburn, MA|BOSTON, MA|BOSTON, MA|BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIZENS SECURITIES, INC. | KESTRA PRIVATE WEALTH SERVICES, LLC | Jul 1, 2022 | Jun 29, 2022 | -2 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 39550:155193:MA:2022-07-01 | Jul 1, 2022 | Jun 29, 2022 | BOSTON, MA | Firm change |