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Advisor at KESTRA ADVISORY SERVICES, LLC
Sykesville, MD | 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 | Sykesville, MD|AUSTIN, TX | Current employment |
| OSAIC FA, INC. | Former SEC adviser | Jan 28, 2022 | Aug 16, 2024 | no | SYKESVILLE, MD|Charlotte, NC | Previous registration |
| SFG WEALTH MANAGEMENT | Independent wealth | Sep 13, 2021 | Jan 31, 2022 | no | TOWSON, 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 |
| SFG WEALTH MANAGEMENT | OSAIC FA, INC. | Jan 31, 2022 | Jan 28, 2022 | -3 | Firm change | RIA to ibd |