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Advisor at KESTRA ADVISORY SERVICES, LLC
Port Jefferson, NY | AUSTIN, TX
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 | Feb 23, 2021 | n/a | yes | Port Jefferson, NY|AUSTIN, TX | Current employment |
| LINCOLN INVESTMENT | Independent wealth | Jun 9, 2017 | Feb 22, 2021 | no | BOHEMIA, NY | Previous registration |
| LEGEND ADVISORY, LLC | Former SEC adviser | Jun 23, 2009 | Oct 4, 2019 | no | BOHEMIA, NY|PALM BEACH GARDENS, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LINCOLN INVESTMENT | KESTRA ADVISORY SERVICES, LLC | Feb 22, 2021 | Feb 23, 2021 | 1 | Firm change | Ibd to ibd |
| LEGEND ADVISORY, LLC | LINCOLN INVESTMENT | Oct 4, 2019 | Jun 9, 2017 | -847 | Bulk transfer | Other |