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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-01-29 |
| NY | RA | APPROVED | 2024-01-04 |
| TX | RA | APPROVED_RES | 2024-01-04 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
7600 Jericho Turnpike Suite 302, Woodbury, NY 11797 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lh Ross & Company Inc | Melville | NY | 05/2003 | 01/2024 |
| American Capital Partners, Llc | Hauppauge | NY | 11/2008 | 01/2024 |
| Kestra Investment Services, Llc | Woodbury | NY | 01/2024 | Present |
| Kestra Advisory Services, Llc | Woodbury | NY | 01/2024 | Present |
Name: COASTLINE WEALTH MANAGEMENT POSITION: Registered Representative NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 120 SECURITIES TRADING HOURS: 30 START DATE: 01/04/2024 ADDRESS: 7600 Jericho Turnpike, Woodbury NY 11797 DESCRIPTION: I will be recommending securities for clients investment account. Managing assets on a transaction based format. Name: KEVIN J. MCPHEE POSITION: Self NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 01/04/2024 ADDRESS: 7600 Jericho Turnpike, Woodbury NY 11797 DESCRIPTION: Insurance Agent for Life, Health, and Fixed Annuities4 Name: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 100 SECURITIES TRADING HOURS: 30 START DATE: 01/04/2024 ADDRESS: 7600 Jericho Turnpike, Woodbury NY 11797 DESCRIPTION: Managing clients investment portfolio's on a fee based relationship. Name: KMAC CAPITAL CORP POSITION: President NATURE: Holding Corporation INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 65 Hidden Ridge Dr, Syosset NY 11791, United States DESCRIPTION: Establishing this corporation was strongly recommended by my CPA The corporation is simply a flow through S Corp whereas I deposit after tax money to pay certain business expenses such as Data and news services, Market Quotes, Research and trading subscriptions, Etc
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-09 |
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