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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-19 |
| TX | RA | APPROVED | 2025-11-19 |
Branch Locations
Six Ppg Place Suite 730, Pittsburgh, PA 15222 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2013 | 06/2023 |
| Coghill Investment Strategies, Llc | Pittsburgh | PA | 04/2013 | 06/2023 |
| Coghill Investment Strategies, Llc | Pittsburgh | PA | 06/2023 | 11/2025 |
| Commonwealth Financial Network | Waltham | MA | 06/2023 | 10/2023 |
| Commonwealth Financial Network | Waltham | MA | 10/2023 | 11/2025 |
| Kestra Advisory Services, Llc | Pittsburgh | PA | 11/2025 | Present |
| Kestra Investment Servces, Llc | Pittsburgh | PA | 11/2025 | Present |
NAME: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/19/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: COGHILL INVESTMENT STRATEGIES POSITION: Vice President, Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/19/2025 ADDRESS: Six PPG Place, Suite 730, Pittsburgh PA 15116, United States DESCRIPTION: Serve clients through dispensing financial advice and investment management Name: HELLO NEIGHBOR BOARD MEMBER POSITION: Chair of the Board NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 11/19/2025 ADDRESS: 6587 Hamilton Avenue, Pittsburgh PA 15206, United States DESCRIPTION: I currently serve as the Chair the Board. This role oversees the board and committees (governance, development, and finance), provides strategic guidance to the CEO, and develops and maintains relationships with the rest of the board of directors. I reviewed the following with Compliance and agree to the conditions: You cannot present investment opportunities to the board. You cannot give specific investment advice to the organization. You cannot be the deciding vote on investment decisions. You cannot be the rep of record for any investment accounts of the entity. You cannot participate in or advise on any decisions related to investment banking or raising of capital. Charitable fundraising may be allowable.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-03-04 |
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