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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-19 |
| TX | RA | APPROVED | 2025-11-19 |
Branch Locations
Six Ppg Place Suite 730, Pittsburgh, PA 15222 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2004 | 10/2023 |
| Commonwealth Financial Network | Waltham | MA | 10/2023 | 11/2025 |
| Kestra Advisory Services, Llc | Pittsburgh | PA | 11/2025 | Present |
NAME: Kestra Advisory Services POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/19/2025 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400 Austin, Texas 78735 DESCRIPTION: IAR NAME: Coghill Investment Strategies, LLC (10% Ownership) POSITION: VP, Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2021 ADDRESS: 436 Seventh Avenue 6 PPG Pittsburgh, Pennsylvania 15222 DESCRIPTION: Advisor to key clients. VP leadership responsibilities with the firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-06 |
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