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Detailed Report
BRUCE STEPHEN UDELL
CRD#: 451293
IA
Investment Adviser
B
Broker
KESTRA ADVISORY SERVICES, LLCCRD#: 283330 407 WEKIVA SPRINGS ROAD
STE# 247
LONGWOOD, FL 32779
KESTRA INVESTMENT SERVICES, LLCCRD#: 42046 1950 Ringling Blvd
Suite 403
SARASOTA, FL 34236
Registration History
198519901995200020052010201520202025IAKESTRA ADVISORY SERVICES, LLC (CRD# 283330)2016 - Present (8 years)BKESTRA INVESTMENT SERVICES, LLC (CRD# 42046)2001 - Present (24 years)BSECURITIES AMERICA, INC. (CRD# 10205)1993 - 2001 (7 years)BROYAL ALLIANCE ASSOCIATES, INC. (CRD# 23131)1989 - 1993 (3 years)BINTEGRATED RESOURCES EQUITY CO... (CRD# 6403)1983 - 1989 (6 years)BNEW YORK LIFE SECURITIES CORP. (CRD# 5167)1982 - 1985 (2 years)IANFP ADVISOR SERVICES, LLC (CRD# 42046)2004 - 2016 (12 years)IAASSET MANAGEMENT PARTNERS (CRD# 129758)2000 - 2012 (12 years)
License(s)

State Registrations

B
Alaska 12/5/2019
B
Michigan 1/2/2001
B
California 9/19/2006
B
Minnesota 8/22/2001
B
Connecticut 1/2/2001
B
Mississippi 1/22/2021
B
Delaware 9/14/2018
B
New Jersey 5/2/2005
B
Florida 1/2/2001
B
New York 9/15/2004
IA
Florida 4/28/2016
B
Ohio 1/2/2001
B
Indiana 3/1/2022
B
Pennsylvania 1/2/2001
B
Maryland 2/28/2005
B
Tennessee 6/26/2003
B
Massachusetts 1/2/2001

SRO Registrations

B
 FINRA

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Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
KESTRA ADVISORY SERVICES, LLC (CRD#:283330)
407 WEKIVA SPRINGS ROAD STE# 247, LONGWOOD, FL 32779
Registered with this firm since 4/28/2016
B
KESTRA INVESTMENT SERVICES, LLC (CRD#:42046)
1950 Ringling Blvd Suite 403, SARASOTA, FL 34236
Registered with this firm since 1/2/2001
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 02/27/2004 - 09/22/2016 NFP ADVISOR SERVICES, LLC (CRD#:42046) LONGWOOD, FL
IA
 09/08/2000 - 12/13/2012 ASSET MANAGEMENT PARTNERS (CRD#:129758) SARASOTA, FL
B
 10/20/1993 - 01/16/2001 SECURITIES AMERICA, INC. (CRD#:10205) LAVISTA, NE
B
 11/19/1989 - 10/21/1993 ROYAL ALLIANCE ASSOCIATES, INC. (CRD#:23131) SCOTTSDALE, AZ
B
 11/11/1983 - 11/19/1989 INTEGRATED RESOURCES EQUITY CORPORATION (CRD#:6403)
B
 09/28/1982 - 01/14/1985 NEW YORK LIFE SECURITIES CORP. (CRD#:5167)
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.