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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastline Wealth Management | Port Jefferson | NY | 05/2003 | Present |
| Kestra Investment Services Llc | Port Jefferson | NY | 05/2025 | Present |
Name: COASTLINE WEALTH MANAGEMENT POSITION: Advisor and Assistant NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 06/01/2025 ADDRESS: 1303 Main St, Port Jefferson NY 11777, United States DESCRIPTION: Help clients meet financial goals and assist advisors with office management. 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: 01/14/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: HEALTH INSURANCE AGENT POSITION: agent NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/20/2002 ADDRESS: 47 Cove Drive, Sound Beach NY 11789, United States DESCRIPTION: renew plans
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-14 |
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