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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
TX RA APPROVED_RES 2025-01-08
MD RA APPROVED 2021-04-13
  • TX RA
    APPROVED_RES
    Since 2025-01-08
  • MD RA
    APPROVED
    Since 2021-04-13

Branch Locations

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

154A North Market Street, Frederick, MD 21701 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bethesda MD 10/2018 04/2021
Whiskey Creek Golf Club Ijamsville MD 03/2019 06/2019
Rbc Wealth Management Washington DC 05/2018 08/2018
Pb Dye Golf Club Ijamsville MD 07/2013 08/2018
Woodmont Grill Bethesda MD 03/2018 08/2018
Hood College Frederick MD 08/2015 06/2019
Mass Mutual Rockville MD 07/2017 08/2017
Bank Of America, N. A. Bethesda MD 08/2019 04/2021
Kestra Investment Services, Llc Frederick MD 04/2021 Present
Kestra Advisory Services, Llc Frederick MD 04/2021 Present
  • 10/2018 → 04/2021
    Bethesda, MD
  • 03/2019 → 06/2019
    Whiskey Creek Golf Club
    Ijamsville, MD
  • 05/2018 → 08/2018
    Rbc Wealth Management
    Washington, DC
  • 07/2013 → 08/2018
    Pb Dye Golf Club
    Ijamsville, MD
  • 03/2018 → 08/2018
    Woodmont Grill
    Bethesda, MD
  • 08/2015 → 06/2019
    Hood College
    Frederick, MD
  • 07/2017 → 08/2017
    Mass Mutual
    Rockville, MD
  • 08/2019 → 04/2021
    Bank Of America, N. A.
    Bethesda, MD
  • 04/2021 → Present
    Kestra Investment Services, Llc
    Frederick, MD
  • 04/2021 → Present
    Frederick, MD
Previous Registrations
Other Businesses

Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Wealth Management Advisor Start Date: 4/5/2021 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Service existing clients Source and solicit to potential clientsBusiness Name: RS Will Wealth Management Investment Related: Yes Address: 154 A N. Market Street Frederick MD 21704 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Wealth Management Advisor Start Date: 4/5/2021 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: - Source and solicit to potential clients - Service existing clients through investment management and comprehensive financial planning

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-30
  • S66 Uniform Combined State Law Examination
    2019-10-30
Other Names
  • Ian Connor Eversull
  • Ian Eversull

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