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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 | 2026-04-06 |
| TX | RA | APPROVED | 2026-04-06 |
Branch Locations
1303 Main Street, Port Jefferson, NY 11777 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Austin | TX | 04/2016 | 01/2025 |
| Kestra Investment Services, Llc | Austin | TX | 01/2013 | 01/2025 |
| Kestra Investment Services, Llc | Port Jefferson | NY | 03/2026 | Present |
| Kestra Advisory Services, Llc | Port Jefferson | NY | 03/2026 | Present |
| Sabatical | Austin | TX | 02/2025 | 01/2026 |
| Coatline Wealth Management | Port Jefferson | NY | 01/2026 | 03/2026 |
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: 02/17/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: COASTLINE WEALTH MANAGEMENT POSITION: President- Business Development NATURE: Consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/07/2026 ADDRESS: 1303 Main Street, Port Jefferson NY 11777, United States DESCRIPTION: Recruiting new business to Coastline Wealth Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-27 |
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