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

PKS ADVISORY SERVICES, LLC

Current firm class

independent wealth managerderived

Book size

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

Industry start

Apr 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Jan 29, 2019

First registration

Feb 18, 2021

Dual registered

yes, broker-dealer

IAPD individual key

7039403

• Occurred

  Dec 11, 2023
  Advisor changed firm

  Joseph Osborne left Terra Wealth for Pks Advisory Services, Llc (registered 2023-11-30)

  Form ADVobserved 6 days ago
• Occurred

  Oct 19, 2022
  Advisor changed firm

  Joseph Osborne left Primerica Advisors for Terra Wealth (registered 2022-10-20)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f71b013f-31dd-61f9-ebf7-abcf6c111180

First observed

Feb 18, 2021

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.