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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-02-20
  • NY RA
    APPROVED
    Since 2026-02-20

Branch Locations

Port Jefferson, NY • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Healthfirst Inc. New York NY 06/2020 07/2022
Amazon.cOm Inc. New York NY 08/2022 12/2024
Healthfirst Inc New York NY 01/2025 08/2025
Student Melville NY 01/2015 06/2020
Kestra Investment Services, Llc Port Jefferson NY 08/2025 Present
Kestra Advisory Services, Llc Port Jefferson NY 02/2026 Present
  • 06/2020 → 07/2022
    Healthfirst Inc.
    New York, NY
  • 08/2022 → 12/2024
    Amazon.cOm Inc.
    New York, NY
  • 01/2025 → 08/2025
    Healthfirst Inc
    New York, NY
  • 01/2015 → 06/2020
    Student
    Melville, NY
  • 08/2025 → Present
    Kestra Investment Services, Llc
    Port Jefferson, NY
  • 02/2026 → Present
    Port Jefferson, NY
Other Businesses

Name: COASTLINE WEALTH MANAGEMENT POSITION: Associate Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 08/17/2025 ADDRESS: 1303 Main St, Port Jefferson NY 11777, United States DESCRIPTION: Will assist financial advisor and client meeting preparation as well as formulating strategies for clients

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-18
  • S66 Uniform Combined State Law Examination
    2026-02-18

View on SEC IAPD

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