Shiraz Syed Zaidi

Current Employers

Employment History

• 03/2015 → Present
  Coastline Wealth Management
  Port Jefferson, NY
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Woodbury, NY
• 04/2015 → Present
  Kestra Investment Services, Llc
  Woodbury, NY

Previous Registrations

• 2014-03-11 → 2015-03-24
  J.P. Morgan Securities Llc
  Bellport, NY
  Patchogue, NY
  Medford, NY
  Medford, NY
  Patchogue, NY

Other Businesses

Bus Name: COASTLINE WEALTH MANAGEMENT POS: Financial Advisor. NOB: Registered rep activities through Kestra Investment Services INV REL: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 03/30/2015 ADDRESS: 1303 Main Street, Port Jefferson NY 11777 DESC: Sales and financial planning. Bus Name: Kestra Advisory Services, LLC INV REL: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC POS: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% 0 to 160 hours/ month during trading hours: Up to 100% Duties: Investment advisory services Bus Name: Shiraz Zaidi INV REL: No Address: 3015 Watchill Ave Medford NY 11763 NOB: Real Estate POS: Owner. Start Date: 12/10/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Own and manage rental property. Bus Name: DMSZ, INC. INV REL: Yes Address: 12 MEROKE LN ROCKY POINT NY 11778 NOB: Consulting POS: 50% Partner. 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: All applicable duties. Bus Name: Garrett Taylor and Shiraz Zaidi INV REL: No Address: 2507 Maneshaw Lane Kissimmee FL 34747 NOB: Real Estate POS: Owner Start Date: 6/15/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: All duties related to owning real estate. Bus Name: 1303 Main, LLC INV REL: No Address: 1303 Main Street Port Jefferson NY 11777 NOB: Real Estate POS: 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 Bus Name: Coastline Holdings Group, LLC INV REL: Yes Address: 414 Main St Suite 302 Port Jefferson NY 11777 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through an independent outside RIA POS: 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 Bus Name: 7 CLAW LLC POSITION: Member NATURE: Real Estate INV REL: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/02/2022 ADDRESS: 1303 Main St, Port Jefferson NY 11777, United States DESC: Equal ownership and management Bus Name: SPRINT MY RIDE LLC POSITION: Member NATURE: Limo/Transportation INV REL: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2022 ADDRESS: 1303 Main St, Port Jefferson NY 11777 DESC: Logistics Bus Name: BATTAGLINI & COMPANY, P.C. SUPERCPA POSITION: Partner NATURE: Tax/Accounting/CPA INV REL: No # OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2023 ADDRESS: 1049 Lancaster Ave, Berwyn PA 19312 DESC: Chief Operations Officer Bus Name: ST. JAMES REAL ESTATE PROPERTY POS: Owner NOB: Real Estate INV REL: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 286 North Bicycle Path, Selden NY 11784 DESC: All applicable duties of an owner Bus Name: CWM MERGER SUB LLC POS: MEMBER NOB: Invest adv services through an independent outside RIA INV REL: Yes# OF HOURS: 88 SECURITIES TRADING HOURS: 63 START DATE: 10/07/2024 ADDRESS: 1303 Main St, Port Jefferson NY 11777 DESC: MANAGEMENT, INVESTMENT ADVICE AND FINANCIAL PLANNING Bus Name: COASTLINE WM PARENT LLC POSITION: Member NATURE: Holding Company INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/07/2024 ADDRESS: 1303 Main St, Port Jefferson NY 11777 DESCRIPTION: All applicable member duties Bus Name: PORT JEFF REAL ESTATE PROPERTY POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2025 ADDRESS: 286 North Bicycle Path, Selden NY 11784, United States DESCRIPTION: All applicable duties of an owner

Exams

• S66 Uniform Combined State Law Examination
  2014-02-27
• S63 Uniform Securities Agent State Law Examination
  2011-09-22

Other Names

• Shiraz Zaidi
• Shiraz Zaidi