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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-02 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
9275 Sky Park Court Suite 190, San Diego, CA 92123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2012 | 09/2025 |
| Kestra Investment Services Llc | San Diego | CA | 09/2025 | Present |
| Kestra Advisory Services Llc | San Diego | CA | 09/2025 | Present |
Business 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: 09/01/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Business Name: COASTAL LIFE VENTURES INC POSITION: Owner/ President/CEO NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 04/10/2012 ADDRESS: 9275 Sky Park Court, Suite 190, San Diego CA 92123, United States DESCRIPTION: Everything related to the business operation (paying bills, negotiating lease etc) and the services provided to clients such as investment management and financial planning. Business Name: SHORT TERM RENTAL PROPERTY POSITION: Co Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2020 ADDRESS: 221 Canyon Blvd, Unit 143, Mammoth Lakes CA 93546, United States DESCRIPTION: Property management, scheduling and paying bills Business Name: RENTAL PROPERTY POSITION: Sole Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/30/2020 ADDRESS: 1305 SW 209th, Aloha OR 97006, United States DESCRIPTION: Maintenance and upkeep of a single family residence
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-12 |
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