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Advisor at KESTRA ADVISORY SERVICES, LLC
Westlake Village, CA | 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 | Aug 18, 2026 | n/a | yes | AUSTIN, TX|Westlake Village, CA | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Jun 1, 2021 | Aug 20, 2026 | no | Westlake Village, CA | Previous registration |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | May 9, 2007 | Jun 3, 2021 | no | WESTLAKE VILLAGE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | KESTRA ADVISORY SERVICES, LLC | Aug 20, 2026 | Aug 18, 2026 | -2 | Firm change | Ibd to ibd |
| WOODBURY FINANCIAL SERVICES, INC. | COMMONWEALTH FINANCIAL NETWORK | Jun 3, 2021 | Jun 1, 2021 | -2 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8032:283330:CA:2026-08-20 | Aug 20, 2026 | Aug 18, 2026 | WESTLAKE VILLAGE, CA | Firm change |
| 421:8032:CA:2021-06-03 | Jun 3, 2021 | Jun 1, 2021 | WESTLAKE VILLAGE, CA | Firm change |