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

PKS ADVISORY SERVICES, LLC

Current firm class

independent 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, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jan 16, 2003

First registration

Aug 9, 2011

Dual registered

yes, broker-dealer

IAPD individual key

4557656

• Occurred

  Nov 9, 2023
  Advisor changed firm

  William Jason Ogles left Terra Wealth for Pks Advisory Services, Llc (registered 2023-09-21)

  Form ADVobserved 5 days ago
• Occurred

  Jun 16, 2022
  Advisor changed firm

  William Jason Ogles left Primerica Advisors for Terra Wealth (registered 2022-07-26)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b933ba4a-709e-272f-5d1a-7f75f3d90fd5

First observed

Aug 9, 2011

Last observed

Sep 14, 2026 7 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.