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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

HUNTER PHELPS MASSEY

Advisor at KESTRA ADVISORY SERVICES, LLC

Montgomery, AL | AUSTIN, TX

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Search this name across graphsid dfx:ria:3df4a154-d3a7-c48e-a5ce-67d6af406159

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 12, 2009 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Aug 30, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Aug 30, 2008
First registration: Oct 12, 2009
Dual registered: yes, broker-dealer
IAPD individual key: 5437684

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Feb 28, 2020	n/a	yes	Montgomery, AL\|AUSTIN, TX	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jun 24, 2013	Feb 28, 2020	no	MONTGOMERY, AL\|MONTGOMERY, AL\|MONTGOMERY, AL\|MONTGOMERY, AL	Previous registration
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Jan 24, 2011	Jul 16, 2013	no	MONTGOMERY, AL	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	Jan 5, 2010	Dec 7, 2010	no	BIRMINGHAM, AL	Previous registration
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Oct 12, 2009	Dec 31, 2009	no	Birmingham, AL\|MONTGOMERY, AL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	KESTRA ADVISORY SERVICES, LLC	Feb 28, 2020	Feb 28, 2020	0	Firm change	Ibd to ibd
CONCOURSE FINANCIAL GROUP ADVISORS	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jul 16, 2013	Jun 24, 2013	-22	Firm change	Other
MORGAN KEEGAN & COMPANY, LLC	CONCOURSE FINANCIAL GROUP ADVISORS	Dec 7, 2010	Jan 24, 2011	48	Firm change	Other
CONCOURSE FINANCIAL GROUP ADVISORS	MORGAN KEEGAN & COMPANY, LLC	Dec 31, 2009	Jan 5, 2010	5	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149018:283330:AL:2020-02-28	Feb 28, 2020	Feb 28, 2020	MONTGOMERY, AL	Firm change

Relationships

Registered with (4)

→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Feb 28, 2020 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jun 24, 2013 to Feb 28, 2020factForm ADV
→ CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviserregistration: previous registration
Jan 24, 2011 to Jul 16, 2013factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
Jan 5, 2010 to Dec 7, 2010factForm ADV

Dated events

No dated event names this entity yet.