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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
1 disclosure category 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 04/2015 | 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: 09/03/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Business Name: COASTAL LIFE WEALTH MANAGEMENT POSITION: writing agent NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2015 ADDRESS: 9275 Sky Park Court, Suite 190, San Diego CA 92123, United States DESCRIPTION: Offering investments that are allowed under Kestra using this DBA. In addition, working with insurance companies for LTC, annuity and life insurance needs also using the same DBA. Business Name: CHRISTIE CALIVA INC. POSITION: Owner NATURE: Administrative Entity INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2018 ADDRESS: 9275 Sky Park Court, Suite 190, San Diego CA 92123, United States DESCRIPTION: continue to keep the corporation in good standing by filing the proper tax forms annually and to responsibly pay my corporate tax each year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-26 |
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