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Advisor at KESTRA ADVISORY SERVICES, LLC
Port Jefferson, NY | 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 | Oct 4, 2022 | n/a | yes | Port Jefferson, NY|AUSTIN, TX | Current employment |
| DCM ADVISORS, LLC | Other adviser | May 9, 2018 | Oct 3, 2018 | no | New York, NY|NEW YORK, NY | Previous registration |
| MORGAN STANLEY | Wirehouse | Sep 19, 2016 | May 2, 2018 | no | Jericho, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DCM ADVISORS, LLC | KESTRA ADVISORY SERVICES, LLC | Oct 3, 2018 | Oct 4, 2022 | 1,462 | Firm change after gap | RIA to ibd |
| MORGAN STANLEY | DCM ADVISORS, LLC | May 2, 2018 | May 9, 2018 | 7 | Firm change | Wirehouse to RIA |