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Advisor at KESTRA ADVISORY SERVICES, LLC
AUSTIN, TX | New York, NY | SOUTHBURY, CT
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 | Jun 25, 2026 | n/a | yes | New York, NY|AUSTIN, TX|New York, NY| SOUTHBURY, CT | Current employment |
| PRIVATE ADVISOR GROUP, LLC | Bd affiliated wealth | Feb 24, 2022 | Nov 29, 2022 | no | Reston, VA|MORRISTOWN, NJ | Previous registration |
| CAMPBELL WEALTH MANAGEMENT, INC. | Former SEC adviser | May 18, 2021 | Nov 9, 2021 | no | ALEXANDRIA, VA | Previous registration |
| Captrust | Institutional manager | Feb 26, 2021 | May 18, 2021 | no | New York, NY | Previous registration |
| CAMMACK RETIREMENT GROUP | Former SEC adviser | Feb 20, 2020 | May 18, 2021 | no | WELLESLEY, MA|New York, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | KESTRA ADVISORY SERVICES, LLC | Nov 29, 2022 | Jun 25, 2026 | 1,304 | Firm change after gap | Ibd to ibd |
| CAMPBELL WEALTH MANAGEMENT, INC. | PRIVATE ADVISOR GROUP, LLC | Nov 9, 2021 | Feb 24, 2022 | 107 | Firm change | RIA to ibd |
| CAMMACK RETIREMENT GROUP | Captrust | May 18, 2021 | Feb 26, 2021 | -81 | Firm change after gap | Other |
| Captrust | CAMPBELL WEALTH MANAGEMENT, INC. | May 18, 2021 | May 18, 2021 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 140614:175112:MA:2021-05-18 | May 18, 2021 | Feb 26, 2021 | WELLESLEY, MA | Firm change after gap |