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2225 Lexington Road, Louisville, KY 40206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-23 |
Branch Locations
1233 S. Tamiami Trail, Sarasota, FL 34239 • United States
2225 Lexington Rd, Louisville, KY 40206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Udell Associates | Sarasota | FL | 05/2001 | Present |
| Kestra Advisory Services, Llc | Sarasota | FL | 04/2016 | 11/2025 |
| Kestra Investment Services, Llc | Sarasota | FL | 04/2003 | 11/2025 |
| Private Client Services | Sarasota | FL | 11/2025 | Present |
1) Udell Associates. 1233 South Tamiami Trail, Sarasota, FL 34239. Life insurance sales. I am a life insurance agent, working with clients to buy life insurance coverage. 80 hrs/mo; 80 during trading hrs. Investment related. 2) Jeremy Udell. 2507 Tuscarora Trail, Maitland, FL 32751. Life Insurance Sales. I'm a life insurance agent, working with clients to buy life insurance coverage. 5 hrs/mo; 5 during trading hrs. Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-05 |
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