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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 2016-04-18
  • MD RA
    APPROVED
    Since 2016-04-18

Branch Locations

5060 Dorsey Hall Dr, Ellicott City, MD 21042 • 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
Medallion Advisory Services Severna Park MD 02/1997 Present
Medallion Investment Services, Inc. Severna Park MD 01/1999 Present
Asher Financial Services Ellicott City MD 08/2005 Present
Medallion Insurance Services, Llc Severna Park MD 02/1997 Present
Kestra Advisory Services, Llc Ellicott City MD 04/2016 Present
Kestra Investment Services, Llc Ellicott City MD 12/2009 Present
  • 02/1997 → Present
    Medallion Advisory Services
    Severna Park, MD
  • 01/1999 → Present
    Medallion Investment Services, Inc.
    Severna Park, MD
  • 08/2005 → Present
    Asher Financial Services
    Ellicott City, MD
  • 02/1997 → Present
    Medallion Insurance Services, Llc
    Severna Park, MD
  • 04/2016 → Present
    Ellicott City, MD
  • 12/2009 → Present
    Kestra Investment Services, Llc
    Ellicott City, MD
Previous Registrations
  • 1997-02-21 → 2009-12-31
    Medallion Advisory Services, Llc
    Ellicott City, MD
Other Businesses

Name: Asher Financial Services - Life & Health Insurance Sales Investment Related: Yes Address: 5060 Dorsey Hall Drive Suite 205 Ellicott City MD 21042 Nature of Business: Insurance Position, Title or Relationship: Owner Start Date: 1/1/2011 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Life / LTC / Health insurance sales Name: David Asher, CPA Asher Financial Services Investment Related: No Address: 5060 Dorsey Hall Drive Suite 205 Ellicott City MD 21042 Nature of Business: Tax/Accounting Position, Title or Relationship: Owner Start Date: 9/1/1991 Hours per month: 51% - 60% (81 - 96 hours) Hours per month during trading hours: 51% - 60% (71 - 84 hours) Duties: CPA, tax prep, accounting. 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: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: KZED LLC POSITION: Managing Member NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2026 ADDRESS: 6300 Silvery Star Path, Columbia MD 21044, United States DESCRIPTION: pay bills, collect rents, hire contractors, hire / manage rental companies.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-09-11
S65 Uniform Investment Adviser Law Examination 1994-12-12
  • S63 Uniform Securities Agent State Law Examination
    1995-09-11
  • S65 Uniform Investment Adviser Law Examination
    1994-12-12
Designations

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