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Advisor at KESTRA ADVISORY SERVICES, LLC
AUSTIN, TX | SWEDESBORO, NJ | Wayne, PA
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 | Mar 4, 2025 | n/a | yes | SWEDESBORO, NJ|Wayne, PA|AUSTIN, TX | Current employment |
| BEACON FINANCIAL SERVICES, INC | n/a | Mar 29, 2017 | Apr 15, 2025 | no | WAYNE, PA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 27, 2016 | Mar 11, 2025 | no | KING OF PRUSSIA, PA|DOYLESTOWN, PA|WAYNE, PA | Previous registration |
| WORLD ADVISORY SERVICES | Former SEC adviser | Jan 1, 2007 | Dec 27, 2016 | no | LINCROFT, NJ|KING OF PRUSSIA, PA|KING OF PRUSSIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BEACON FINANCIAL SERVICES, INC | KESTRA ADVISORY SERVICES, LLC | Apr 15, 2025 | Mar 4, 2025 | -42 | Firm change after gap | Other |
| LPL FINANCIAL LLC | BEACON FINANCIAL SERVICES, INC | Mar 11, 2025 | Mar 29, 2017 | -2,904 | Firm change after gap | Other |
| WORLD ADVISORY SERVICES | LPL FINANCIAL LLC | Dec 27, 2016 | Dec 27, 2016 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 287456:283330:PA:2025-04-15 | Apr 15, 2025 | Mar 4, 2025 | WAYNE, PA | Firm change after gap |
| 6413:287456:PA:2025-03-11 | Mar 11, 2025 | Mar 29, 2017 | WAYNE, PA | Firm change after gap |
| 20626:6413:PA:2016-12-27 | Dec 27, 2016 | Dec 27, 2016 | KING OF PRUSSIA, PA | Firm change |