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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 | 2023-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville | NY | 11/2013 | 09/2020 |
| Ubs Financial Services Inc. | Melville | NY | 09/2020 | 02/2023 |
| Kestra Investment Services Llc | Port Jefferson | NY | 02/2023 | Present |
| Kestra Advisory Services, Llc | Port Jefferson | NY | 02/2023 | Present |
Business Name: COASTLINE WEALTH MANAGEMENT POSITION: n/a NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/13/2023 ADDRESS: 1303 Main St, Port Jefferson NY 11777 DESCRIPTION: n/a Business Name: KENTRA ADVISORY SERVICES LLC POSITION: Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/13/2023 ADDRESS: 5707 Southwest Parkway, Building 2 Suite 400, Austin TX 78735 DESCRIPTION: Acting as an investment advisor in fee based accounts client facing meetings and quarterly reviews
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-19 |
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