Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-20 |
| TX | RA | APPROVED_RES | 2025-05-12 |
Branch Locations
86 Coulee Rd Ste 100, Hudson, WI 54016 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid America Financial | Hudson | WI | 01/2001 | 02/2017 |
| Lpl Financial Llc | Hudson | WI | 12/2010 | 02/2019 |
| Ameriprise Financial Services Inc | Hudson | WI | 02/2019 | 05/2025 |
| Kestra Investment Service Llc | Hudson | WI | 05/2025 | Present |
| Kestra Advisory Service Llc | Hudson | WI | 05/2025 | Present |
Name: COASTLINE WEALTH MANAGEMENT POSITION: Registered Rep NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/12/2025 ADDRESS: 86 coulee road suite 100, Hudson WI 54016, United States DESCRIPTION: Meet with clients, service accounts Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/12/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: BREEZY MEADOWS LLC POSITION: owner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/19/2026 ADDRESS: 86 Coulee Road Suite 100, Hudson WI 54016, United States DESCRIPTION: collect rent prepare taxes
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-11-04 |
Reach out to this advisor