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Advisor at KESTRA ADVISORY SERVICES, LLC
AUSTIN, TX | Aledo, TX | Willow Park, 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 | Nov 3, 2021 | n/a | yes | Aledo, TX|Willow Park, TX|AUSTIN, TX|Willow Park, TX | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Apr 15, 2016 | Nov 8, 2021 | no | WILLOW PARK, TX|TOLAR, TX | Previous registration |
| EDWARD JONES | National bd RIA | Jul 2, 2007 | Apr 18, 2016 | no | ST LOUIS, MO|FT WORTH, TX|Fort Worth, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | KESTRA ADVISORY SERVICES, LLC | Nov 8, 2021 | Nov 3, 2021 | -5 | Firm change | Wirehouse to ibd |
| EDWARD JONES | WELLS FARGO ADVISORS | Apr 18, 2016 | Apr 15, 2016 | -3 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:283330:TX:2021-11-08 | Nov 8, 2021 | Nov 3, 2021 | TOLAR, TX | Firm change |
| 250:11025:TX:2016-04-18 | Apr 18, 2016 | Apr 15, 2016 | FORT WORTH, TX | Firm change |