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Advisor at KESTRA ADVISORY SERVICES, LLC
Ukiah, CA | Dayton, OH | AUSTIN, TX | PotterValley, CA | Evanston, IL
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 | Apr 19, 2016 | n/a | yes | Dayton, OH|Ukiah, CA|AUSTIN, TX|PotterValley, CA|Evanston, IL|Dayton, OH | Current employment |
| FINANCIAL TELESIS, INC. | Former SEC adviser | Mar 12, 2010 | Aug 21, 2014 | no | EVANSTON, IL|SAN RAFAEL, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL TELESIS, INC. | KESTRA ADVISORY SERVICES, LLC | Aug 21, 2014 | Apr 19, 2016 | 607 | Firm change after gap | Other |