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.

Current firm

KESTRA PRIVATE WEALTH 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

Apr 1, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Apr 1, 2004

First registration

Jul 28, 2010

Dual registered

yes, broker-dealer

IAPD individual key

4695831

• Occurred

  Jun 9, 2022
  Advisor changed firm

  Jonathan Edward Teal left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Kestra Private Wealth Services, Llc (registered 2022-06-08)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:76de5c86-2cc0-34f5-384f-bd8f05c36f6d

First observed

Jul 28, 2010

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.