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Advisor at KESTRA ADVISORY SERVICES, LLC
AUSTIN, TX | Chesterfield, MO
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 | Nov 27, 2023 | n/a | yes | AUSTIN, TX|Chesterfield, MO | Current employment |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | Jun 6, 2011 | Nov 29, 2023 | no | O'FALLON, IL|CHESTERFIELD, MO|O'FALLON, IL|CHESTERFIELD, MO | Previous registration |
| INVEST FINANCIAL CORPORATION | Former SEC adviser | Oct 15, 2008 | Jun 9, 2009 | no | JEFFERSON CITY, MO|DES PERES, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WOODBURY FINANCIAL SERVICES, INC. | KESTRA ADVISORY SERVICES, LLC | Nov 29, 2023 | Nov 27, 2023 | -2 | Firm change | Ibd to ibd |
| INVEST FINANCIAL CORPORATION | WOODBURY FINANCIAL SERVICES, INC. | Jun 9, 2009 | Jun 6, 2011 | 727 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 421:283330:MO:2023-11-29 | Nov 29, 2023 | Nov 27, 2023 | CHESTERFIELD, MO | Firm change |