DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

Chelsey Wahlman

Advisor at KESTRA ADVISORY SERVICES, LLC

Thompson Station, TN | AUSTIN, TX | Franklin, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:abe4f817-4d52-62f6-b693-14cdec42fe4f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Mar 1, 2016 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Feb 29, 2016
First registration: Mar 1, 2016
Dual registered: yes, broker-dealer
Other names: CHELSEY ANNE SCOTT
IAPD individual key: 6178669

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Jan 31, 2025	n/a	yes	Thompson Station, TN\|Franklin, TN\|AUSTIN, TX	Current employment
BEACON CAPITAL MANAGEMENT, LLC	Independent wealth	Apr 10, 2023	Feb 17, 2025	no	FRANKLIN, TN	Previous registration
SAGESPRING WEALTH PARTNERS	Independent wealth	Aug 9, 2022	Mar 14, 2023	no	Columbia, TN	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 1, 2016	Mar 1, 2022	no	NASHVILLE, TN\|MEMPHIS, TN\|BRENTWOOD, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BEACON CAPITAL MANAGEMENT, LLC	KESTRA ADVISORY SERVICES, LLC	Feb 17, 2025	Jan 31, 2025	-17	Firm change	RIA to ibd
SAGESPRING WEALTH PARTNERS	BEACON CAPITAL MANAGEMENT, LLC	Mar 14, 2023	Apr 10, 2023	27	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SAGESPRING WEALTH PARTNERS	Mar 1, 2022	Aug 9, 2022	161	Firm change	Wirehouse to RIA

Relationships

Registered with (4)

→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jan 31, 2025 to presentfactForm ADV
→ BEACON CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 10, 2023 to Feb 17, 2025factForm ADV
→ SAGESPRING WEALTH PARTNERSRegistered adviserregistration: previous registration
Aug 9, 2022 to Mar 14, 2023factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 1, 2016 to Mar 1, 2022factForm ADV

Dated events

Occurred
Feb 17, 2025
Advisor changed firm
Chelsey Wahlman left Beacon Capital Management, Llc for Kestra Advisory Services, Llc (registered 2025-01-31)
Form ADVobserved 5 days ago
Occurred
Mar 14, 2023
Advisor changed firm
Chelsey Wahlman left Sagespring Wealth Partners for Beacon Capital Management, Llc (registered 2023-04-10)
Form ADVobserved 5 days ago
Occurred
Mar 1, 2022
Advisor changed firm
Chelsey Wahlman left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Sagespring Wealth Partners (registered 2022-08-09)
Form ADVobserved 5 days ago