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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 | 2026-02-20 |
Branch Locations
Port Jefferson, NY • United States
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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-18 |
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