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Peter John Coulon

Kestra Advisory Services, LLC

Dunbarton, NH

Austin, TX

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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
NH RA APPROVED 2025-09-10
TX RA APPROVED 2025-09-10
  • NH RA
    APPROVED
    Since 2025-09-10
  • TX RA
    APPROVED
    Since 2025-09-10

Branch Locations

Dunbarton, NH • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • 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
Lincoln Financial Securities Corporation Concord NH 07/2008 06/2017
Lincoln Financial Advisors Corporation Concord NH 01/2014 06/2017
Lincoln Financial Distributors Fort Wayne IN 11/2017 04/2021
Unemployed Concord NH 06/2017 11/2017
Cadaret Grant & Co., Inc. Syracuse NY 04/2021 08/2025
Kestra Investment Services, Llc Dunbarton NH 08/2025 Present
Kestra Advisory Services, Llc Dunbarton NH 08/2025 Present
  • 07/2008 → 06/2017
    Lincoln Financial Securities Corporation
    Concord, NH
  • 01/2014 → 06/2017
    Lincoln Financial Advisors Corporation
    Concord, NH
  • 11/2017 → 04/2021
    Lincoln Financial Distributors
    Fort Wayne, IN
  • 06/2017 → 11/2017
    Unemployed
    Concord, NH
  • 04/2021 → 08/2025
    Cadaret Grant & Co., Inc.
    Syracuse, NY
  • 08/2025 → Present
    Kestra Investment Services, Llc
    Dunbarton, NH
  • 08/2025 → Present
    Kestra Advisory Services, Llc
    Dunbarton, NH
Previous Registrations
  • 2025-03-13 → 2025-08-01
    Cadaret, Grant & Co., Inc.
    Syracuse, NY
    Dunbarton, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-12
S63 Uniform Securities Agent State Law Examination 2003-09-17
  • S66 Uniform Combined State Law Examination
    2025-03-12
  • S63 Uniform Securities Agent State Law Examination
    2003-09-17
Other Names
  • Peter John Coulon
  • Peter Coulon

View on SEC IAPD

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