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Detailed Report
YEHUDA ZALMAN GROSS
YEHUDA Z GROSS, YEHUDA GROSS, YUDI GROSS
CRD#: 6380562
IA
Investment Adviser
B
Broker
KESTRA ADVISORY SERVICES, LLCCRD#: 283330 2263 NW Boca Raton Blvd
Suite 103
Boca Raton, FL 33431
KESTRA INVESTMENT SERVICES, LLCCRD#: 42046 2263 NW BOCA RATON BLVD
SUITE 103
BOCA RATON, FL 33431
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2016 - 2020 (3 years)2 FIRMS2020 - Present (4 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2014 - 2016 (1 year)IAMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2015 - 2016 (1 year)
License(s)

State Registrations

B
California 7/1/2020
B
New York 7/1/2020
B
Florida 7/1/2020
B
Ohio 12/23/2020
IA
Florida 7/9/2020
B
Pennsylvania 7/1/2020
B
Illinois 7/1/2020
B
South Carolina 3/22/2021
B
Maryland 7/1/2020
B
Texas 4/7/2021
B
Massachusetts 11/16/2022
IA
Texas 10/20/2023
B
Michigan 7/1/2020

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

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)
2263 NW Boca Raton Blvd Suite 103, Boca Raton, FL 33431
Registered with this firm since 7/9/2020
B
KESTRA INVESTMENT SERVICES, LLC (CRD#:42046)
2263 NW BOCA RATON BLVD SUITE 103, BOCA RATON, FL 33431
Registered with this firm since 7/1/2020
Previous Registration(s)
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IA
 09/08/2016 - 07/02/2020 MORGAN STANLEY (CRD#:149777) BOCA RATON, FL
B
 09/07/2016 - 07/02/2020 MORGAN STANLEY (CRD#:149777) BOCA RATON, FL
IA
 01/07/2015 - 09/08/2016 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) BOCA RATON, FL
B
 12/02/2014 - 09/08/2016 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) BOCA RATON, FL
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.