David Joseph Mammina

Current Employers

Employment History

• 03/2015 → Present
  Coastline Wealth Management
  Port Jefferson, NY
• 04/2016 → 04/2021
  Kestra Financial Services, Inc
  Austin, TX
• 04/2021 → Present
  Gfs Wealth Management Advisors Inc
  Shelton, CT
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Port Jefferson, NY
• 04/2015 → Present
  Kestra Investment Services, Llc
  Port Jefferson, NY

Previous Registrations

• 2010-10-14 → 2014-02-10
  Charles Schwab & Co., Inc.
  Huntington Station, NY
  Lake Grove, NY
• 2008-07-08 → 2010-06-11
  Wells Fargo Clearing Services, Llc
  Hauppauge, NY

Other Businesses

BUSI NAME: COASTLINE WEALTH MANAGEMENT POS: Financial Advisor NOB: Registered rep activities through Kestra Investment Services INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 03/23/2015 ADDRESS: 1303 Main Street, Port Jefferson NY 11777 DESC: Sales BUSI NAME: Kestra Advisory Services, LLC INV REL: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 NOB of Business: Investment Advisory services through Kestra Advisory Services, LLC POS, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services BUSI NAME: DMSZ, Inc. INV REL: Yes Address: 12 Meroke Lane Rocky Point NY 11778 NOB of Business: Consulting POS, Title or Relationship: President Start Date: 9/17/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Consulting BUSI NAME: Rocky Point Jewelers, LLC INV REL: No Address: 29 Rocky Point - Yaphank Rd Rocky Point NY 11778 NOB of Business: Other Other/None of the Above Retail Sales POS, Title or Relationship: Manager Start Date: 8/17/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Manage employees at one location, once per month. BUSI NAME: 1303 Main, LLC INV REL: No Address: 1303 Main Street Port Jefferson NY 11777 NOB of Business: Real Estate POS, Title or Relationship: Member Start Date: 8/15/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Landlord BUSI NAME: Coastline Holdings Group, LLC INV REL: Yes Address: 414 Main Street, Suite 302 Port Jefferson NY 11778 NOB of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through an independent outside RIA POS, Title or Relationship: Member Start Date: 12/28/2020 Hours per month: 51% - 60% (81 - 96 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: Management, investment advice, and financial planning BUSI NAME: GFS Wealth Management Advisors, Inc. INV REL: Yes Address: 2 Enterprise Dr Suite 305 Shelton CT 06484 NOB of Business: Investment Advisory services through an independent outside RIA POS, Title or Relationship: Partner and Financial Advisor Start Date: 4/1/2021 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Manage current client relationships BUSI NAME: 7 Claw LLC; Member; INV REL: Yes; 1303 Main Street Port Jefferson NY 11777 USA; Real Estate Investment; equal member duties; 2022-05-02; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 1; BUSI NAME: SPRINT MY RIDE LLC POS: Member NOB: Limo/Transportation INV REL: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2022 ADDRESS: 1303 Main Street, Port Jefferson NY 11777 DESC: Bookkeeping BUSI NAME: BATTALINI & COMPANY, P.C. SUPERCPA POS: Partner NOB: Tax/Accounting/CPA INV REL: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2023 ADDRESS: 1049 Lancaster Ave, Berwyn PA 19312 DESC: Chief Financial Officer BUSI NAME: COASTLINE WM PARENT LLC POS: Member NOB: Holding Company INV REL: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/07/2024 ADDRESS: 1303 Main Street, Port Jefferson NY 11777 DESC: All applicable member duties BUSI NAME: CWM MERGER SUB LLC POS: Member NOB: Investment advisory services through an independent outside RIA INV REL: Yes NUMBER OF HOURS: 88 SECURITIES TRADING HOURS: 63 START DATE: 10/07/2024 ADDRESS: 1303 Main Street, Port Jefferson NY 11778 DESC: Management, investment advice, and financial planning

Exams

• S66 Uniform Combined State Law Examination
  2007-09-25

Designations