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 PRIVATE WEALTH 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

Nov 29, 1993earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Nov 29, 1993

First registration

Oct 1, 2000

Dual registered

yes, broker-dealer

IAPD individual key

2359043

• Occurred

  Oct 7, 2024
  Advisor changed firm

  Worth Walker Trainor left Ubs Financial Services Inc. for Kestra Private Wealth Services, Llc (registered 2024-09-26)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ab87e327-5a80-04a0-65d7-8d075a4de8b6

First observed

Oct 1, 2000

Last observed

Sep 14, 2026 6 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.