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

Aug 27, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Aug 27, 2008

First registration

Mar 21, 2013

Dual registered

yes, broker-dealer

Other names

BRANDON L MORRIS

IAPD individual key

5553410

• Occurred

  May 31, 2022
  Advisor changed firm

  Brandon Lee Morris left Lpl Financial Llc for Kestra Advisory Services, Llc (registered 2022-05-05)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cf82c618-dd7b-85c5-5481-2056d41e23ba

First observed

Mar 21, 2013

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.