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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 | 2026-05-18 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Old Bethpage, NY • United States
381 Main Street, Bay Shore, NY 11706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisor Services, Llc | Bay Shore | NY | 05/2026 | Present |
| Losardo Solutions, Llc | Old Bethpage | NY | 08/2019 | 10/2025 |
| Septodont | Lancaster | PA | 09/2014 | 08/2019 |
| Kestra Investment Services, Llc | Bay Shore | NY | 10/2025 | Present |
NAME: COASTLINE WEALTH MANAGEMENT POSITION: Field Assistant NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/06/2025 ADDRESS: 381 E. Main Street, Bay Shore NY 11706, United States DESCRIPTION: support activities NAME: LOSARDO SOLUTIONS, LLC POSITION: President NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/31/2019 ADDRESS: 3 Lois Lane, Old Bethpage NY 11804, United States DESCRIPTION: Past duties involve providing advice to pharmaceutical company clients. This business is not active and has not been active for the past 12 months.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-15 |
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