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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2016-04-18 |
Branch Locations
5060 Dorsey Hall Dr, Ellicott City, MD 21042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-09-11 |
| S65 | Uniform Investment Adviser Law Examination | 1994-12-12 |
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