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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-01-23
TX RA APPROVED 2026-01-23
  • MD RA
    APPROVED
    Since 2026-01-23
  • TX RA
    APPROVED
    Since 2026-01-23

Branch Locations

9515 Deereco Rd Suite 208, Timonium, MD 21093 • United States

Baltimore, MD • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc Annapolis MD 06/2015 01/2017
Brown Advisory Baltimore MD 02/2017 09/2018
Brown Advisory Securities, Llc Baltimore MD 09/2018 07/2022
T. Rowe Price Baltimore MD 12/2022 02/2024
Unemployed Baltimore MD 08/2022 12/2022
T. Rowe Price Owings Mills MD 02/2024 12/2025
Kestra Investment Services, Llc Timonium MD 01/2026 Present
Kestra Advisory Services, Llc Timonium MD 01/2026 Present
  • 06/2015 → 01/2017
    Annapolis, MD
  • 02/2017 → 09/2018
    Brown Advisory
    Baltimore, MD
  • 09/2018 → 07/2022
    Brown Advisory Securities, Llc
    Baltimore, MD
  • 12/2022 → 02/2024
    T. Rowe Price
    Baltimore, MD
  • 08/2022 → 12/2022
    Unemployed
    Baltimore, MD
  • 02/2024 → 12/2025
    T. Rowe Price
    Owings Mills, MD
  • 01/2026 → Present
    Kestra Investment Services, Llc
    Timonium, MD
  • 01/2026 → Present
    Timonium, MD
Previous Registrations
Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/14/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: JLB WEALTH MANAGEMENT GROUP POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/14/2026 ADDRESS: 9515 Deereco Rd, Suite 208, Timonium MD 21093, United States DESCRIPTION: Financial Planner, Investment Advising

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-01
  • S66 Uniform Combined State Law Examination
    2024-03-01
Designations
Other Names
  • Carly Neidecker
  • Carly Marie Neidecker

View on SEC IAPD

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