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Advisor at KESTRA ADVISORY SERVICES, LLC
Edina, MN | Maple Grove, MN | 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 | May 5, 2025 | n/a | yes | Maple Grove, MN|AUSTIN, TX|Edina, MN | Current employment |
| MAGNETIC NORTH ADVISORS | Former SEC adviser | Apr 8, 2021 | Aug 14, 2025 | no | MAPLE GROVE, MN | Previous registration |
| NICOLET WEALTH MANAGEMENT | Independent wealth | Mar 20, 2018 | Nov 21, 2018 | no | GREEN BAY, WI | Previous registration |
| SII INVESTMENTS, INC. | Former SEC adviser | Nov 28, 2017 | Dec 31, 2017 | no | GREEN BAY, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MAGNETIC NORTH ADVISORS | KESTRA ADVISORY SERVICES, LLC | Aug 14, 2025 | May 5, 2025 | -101 | Firm change after gap | RIA to ibd |
| NICOLET WEALTH MANAGEMENT | MAGNETIC NORTH ADVISORS | Nov 21, 2018 | Apr 8, 2021 | 869 | Firm change after gap | RIA to RIA |
| SII INVESTMENTS, INC. | NICOLET WEALTH MANAGEMENT | Dec 31, 2017 | Mar 20, 2018 | 79 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 309628:283330:MN:2025-08-14 | Aug 14, 2025 | May 5, 2025 | MAPLE GROVE, MN | Firm change after gap |
| 2225:283940:WI:2017-12-31 | Dec 31, 2017 | Mar 20, 2018 | GREEN BAY, WI | Firm change |