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 ADVISORY 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

Mar 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

4

Exams

S66|S63

First exam

May 31, 2013

First registration

Apr 5, 2022

Dual registered

yes, broker-dealer

Other names

JOSH HALLMARK|JOSHUA KALE HALLMARK|Joshua Hallmark

IAPD individual key

6175099

• Occurred

  May 9, 2023
  Advisor changed firm

  Joshua Hallmark left Wells Fargo Advisors for Kestra Advisory Services, Llc (registered 2023-05-22)

  Form ADVobserved 4 days ago
• Occurred

  Dec 2, 2022
  Advisor changed firm

  Joshua Hallmark left Fidelity Personal And Workplace Advisors for Wells Fargo Advisors (registered 2022-12-06)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:927a7e4e-25e6-a693-187a-deb18524c9d3

First observed

Apr 5, 2022

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.