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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-05 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| White Bear Yacht Club | Dellwood | MN | 05/2018 | 09/2018 |
| Stillwater Area High School | Oak Park Heights | MN | 08/2014 | 06/2017 |
| Washington County Parks | Lake Elmo | MN | 05/2016 | 09/2016 |
| Gustavus Adolphus College | Saint Peter | MN | 09/2017 | 05/2021 |
| Ameriprise Financial | Minneapolis | MN | 06/2021 | 12/2021 |
| John Reamer And Associates Ameriprise Financial | New Brighton | MN | 01/2022 | 11/2022 |
| Turnberry Solutions | Minneapolis | MN | 11/2022 | 05/2024 |
| Elizabeth R Miskovich | Edina | MN | 05/2024 | 07/2024 |
| Yogafit | Minneapolis | MN | 04/2023 | 07/2024 |
| White Bear Yacht Club | Dellwood | MN | 05/2019 | 09/2019 |
| White Bear Yacht Club | Dellwood | MN | 05/2020 | 09/2020 |
| Washington County Parks | Lake Elmo | MN | 05/2017 | 09/2017 |
| Joshua R Miskovich | Edina | MN | 06/2024 | 07/2024 |
| Elizabeth Miskovich | Edina | MN | 07/2024 | 10/2024 |
| Joshua Miskovich | Duluth | MN | 07/2024 | 10/2024 |
| Northwestern Mutual Investment Services Llc | Edina | MN | 07/2024 | 10/2024 |
| Yogafit | Minneapolis | MN | 08/2024 | 05/2025 |
| Ameriprise Financial Services, Llc | Hudson | WI | 10/2024 | 05/2025 |
| Kestra Investment Services, Llc | Hudson | WI | 05/2025 | Present |
Name: COASTLINE WEALTH MANAGEMENT POSITION: Registered Rep NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/06/2025 ADDRESS: 86 Coulee Rd, Suite 100, Hudson WI 54016, United States DESCRIPTION: Registered rep to client accounts, Servicing accounts, Registered assistant at firm to assist with account maintenance, Etc. Name: RIVER BIRCH TAX LLC POSITION: Tax Assistant NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2026 ADDRESS: 86 Coulee Rd, Ste. 100, Hudson WI 54016, United States DESCRIPTION: To provide support for tax preparers by scanning documents, assembling folders, and overseeing the receipt of documents.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-09 |
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