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

PRIVATE CLIENT 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

May 1, 1976earliest registration or exam on IAPD

Years in industry

50derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Chartered Financial Consultant

Exams

S63

First exam

Feb 6, 1984

First registration

Sep 8, 2000

Dual registered

yes, broker-dealer

IAPD individual key

451293

• Occurred

  Nov 19, 2025
  Advisor changed firm

  Bruce Stephen Udell left Kestra Advisory Services, Llc for Private Client Services, Llc (registered 2025-11-24)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f32822fc-5235-43dc-6bb6-adf1c52aaed8

First observed

Sep 8, 2000

Last observed

Sep 15, 2026 6 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.