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Advisor at KESTRA ADVISORY SERVICES, LLC
Spokane Valley, WA | 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 | Jul 31, 2025 | n/a | yes | AUSTIN, TX|Spokane Valley, WA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 28, 2019 | Aug 4, 2025 | no | SPOKANE VALLEY, WA|SPOKANE VALLEY, WA|MERIDIAN, ID | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jan 19, 2018 | Jul 2, 2019 | no | SPOKANE, WA|SPOKANE VALLEY, WA | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Nov 14, 2014 | Jan 19, 2018 | no | SPOKANE, WA | Previous registration |
| SUNSET FINANCIAL SERVICES, INC. | Former SEC adviser | Nov 25, 2009 | Nov 14, 2014 | no | SPOKANE, WA|SPOKANE, WA|KANSAS CITY, MO | Previous registration |
| INSPHERE SECURITIES, INC. | n/a | Sep 14, 2007 | Dec 1, 2009 | no | SPOKANE, WA|SALT LAKE CITY, UT | Previous registration |
| ALLEGIS ADVISORS, INC. | n/a | May 9, 2006 | Sep 14, 2007 | no | SALT LAKE CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | KESTRA ADVISORY SERVICES, LLC | Aug 4, 2025 | Jul 31, 2025 | -4 | Firm change | Ibd to ibd |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | LPL FINANCIAL LLC | Jul 2, 2019 | Jun 28, 2019 | -4 | Firm change | Ibd to RIA |
| SECURITIES AMERICA ADVISORS, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jan 19, 2018 | Jan 19, 2018 | 0 | Firm change | Other |
| SUNSET FINANCIAL SERVICES, INC. | SECURITIES AMERICA ADVISORS, INC. | Nov 14, 2014 | Nov 14, 2014 | 0 | Bulk transfer | Other |
| INSPHERE SECURITIES, INC. | SUNSET FINANCIAL SERVICES, INC. | Dec 1, 2009 | Nov 25, 2009 | -6 | Firm change | Other |
| ALLEGIS ADVISORS, INC. | INSPHERE SECURITIES, INC. | Sep 14, 2007 | Sep 14, 2007 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:283330:WA:2025-08-04 | Aug 4, 2025 | Jul 31, 2025 | SPOKANE VALLEY, WA | Firm change |
| 149018:6413:WA:2019-06-27 | Jul 2, 2019 | Jun 28, 2019 | SPOKANE VALLEY, WA | Firm change |