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

TOWERS WATSON INVESTMENT SERVICES, INC.

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 1991earliest registration or exam on IAPD

Years in industry

35derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Apr 25, 2009

First registration

Jun 24, 2016

Dual registered

no

Other names

VITA NANCY PLAWNER|VITA N AMADEO

IAPD individual key

5633867

• Occurred

  Sep 6, 2024
  Advisor changed firm

  Vita Nancy Amadeo left Kestra Advisory Services, Llc for Towers Watson Investment Services, Inc. (registered 2024-10-04)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:df4d4bfb-c5be-c531-f2ab-4d7190bb6eba

First observed

Jun 24, 2016

Last observed

Sep 14, 2026 5 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.