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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)31 years in industry

ALEXANDER MICHAEL PANAS

Advisor at KESTRA ADVISORY SERVICES, LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:42fa3680-eb4a-e17b-6e76-ac87d01ad3ee

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 19, 2003 to Sep 15, 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: Oct 5, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Oct 5, 1994
First registration: Aug 19, 2003
Dual registered: yes, broker-dealer
Other names: ALEX PANAS|ALEXANDER MICHAEL PANAS
IAPD individual key: 2249803

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	Jul 1, 2019	n/a	yes	Hobe Sound, FL\|Jupiter, FL\|New York, NY\|Morristown, NJ\|AUSTIN, TX\|Montclair, NJ\|PARSIPPANY, NJ	Current employment
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Jan 29, 2018	Jun 19, 2019	no	Morristown, NJ\|AUSTIN, TX	Previous registration
SUMMIT FINANCIAL RESOURCES INC	Former SEC adviser	Dec 19, 2005	Feb 21, 2018	no	PARSIPPANY, NJ	Previous registration
SUMMIT EQUITIES INC	Former SEC adviser	Jul 28, 2005	Feb 21, 2018	no	PARSIPPANY, NJ\|PARSIPPANY, NJ	Previous registration
STONEBRIDGE CAPITAL MANAGEMENT	Former SEC adviser	Aug 19, 2003	Oct 6, 2005	no	WEST CALDWELL, NJ	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
SUMMIT FINANCIAL RESOURCES INC	KESTRA ADVISORY SERVICES, LLC	Feb 21, 2018	Jan 29, 2018	-23	Firm change	Other
SUMMIT EQUITIES INC	SUMMIT FINANCIAL RESOURCES INC	Feb 21, 2018	Dec 19, 2005	-4,447	Firm change after gap	Other
STONEBRIDGE CAPITAL MANAGEMENT	SUMMIT EQUITIES INC	Oct 6, 2005	Jul 28, 2005	-70	Firm change after gap	Other

Relationships

Registered with (4)

→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jan 29, 2018 to Jun 19, 2019factForm ADV
→ SUMMIT FINANCIAL RESOURCES INCRegistered adviserregistration: previous registration
Dec 19, 2005 to Feb 21, 2018factForm ADV
→ SUMMIT EQUITIES INCRegistered adviserregistration: previous registration
Jul 28, 2005 to Feb 21, 2018factForm ADV
→ STONEBRIDGE CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Aug 19, 2003 to Oct 6, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:42fa3680-eb4a-e17b-6e76-ac87d01ad3ee
First observed: Aug 19, 2003
Last observed: Sep 15, 2026 4 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.

ALEXANDER MICHAEL PANAS

Advisor at KESTRA ADVISORY SERVICES, LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:42fa3680-eb4a-e17b-6e76-ac87d01ad3ee

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:34 PM UTC and rebuilt at most every 15 minutes.