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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-08 |
| MN | RA | APPROVED | 2025-11-04 |
| WI | RA | APPROVED | 2025-11-04 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Woodbury | MN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Woodbury | MN | 11/2016 | 02/2023 |
| Petros Family Wealth, Llc | Chanhassen | MN | 02/2023 | 10/2025 |
| Kestra Advisory Services Llc | Hudson | WI | 10/2025 | Present |
NAME: Coastline Wealth Mngmt POSITION: IAR NATURE: Insurance; Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/24/2025 ADDRESS: 86 Coulee Rd- Ste 100 Hudson, Wisconsin 54016 DESCRIPTION: managed accounts, asset allocation, financial planning, maintain cash flow NAME: Kestra Advisory Services POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/02/2025 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400 Austin, Texas 78735 DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-03 |
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