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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 | 2024-09-30 |
Branch Locations
1303 Main Street, Port Jefferson, NY 11777 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Capital Partners, Llc | Hauppauge | NY | 08/2015 | 09/2024 |
| Kestra Investment Services, Llc | Port Jefferson | NY | 09/2024 | Present |
| Kestra Advisory Services, Llc | Port Jefferson | NY | 09/2024 | Present |
Business Name: KESTRA ADVISORY SERVICES POS: IAR NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/26/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESC: IAR Business Name: COASTLINE POS: RR NOB: Registered rep activities through Kestra Investment Services INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/26/2024 ADDRESS: 1303 main st, port jefferson NY 11777 DESC: RR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-29 |
| S65 | Uniform Investment Adviser Law Examination | 2007-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-24 |
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