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Advisor at KESTRA ADVISORY SERVICES, LLC
AUSTIN, TX | CLERMONT, FL
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 | Jun 27, 2024 | n/a | yes | AUSTIN, TX|CLERMONT, FL | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Sep 14, 2016 | Jun 20, 2024 | no | ORLANDO, FL | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | May 12, 2014 | Dec 31, 2016 | no | ORLANDO, FL|ORLANDO, FL|ORLANDO, FL|ATLANTA, GA|CHARLOTTE, NC | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | Aug 20, 2009 | Jul 3, 2012 | no | MAMARONECK, NY|MAMARONECK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | KESTRA ADVISORY SERVICES, LLC | Jun 20, 2024 | Jun 27, 2024 | 7 | Firm change | Ibd to ibd |
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2016 | Sep 14, 2016 | -108 | Bulk transfer | Other |
| CHASE INVESTMENT SERVICES CORP. | SUNTRUST INVESTMENT SERVICES, INC. | Jul 3, 2012 | May 12, 2014 | 678 | Firm change after gap | Other |