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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 | 2025-05-24 |
| MN | RA | APPROVED | 2025-05-12 |
| WI | RA | APPROVED | 2025-05-12 |
Branch Locations
86 Coulee Rd, Ste 100, Hudson, WI 54016 • 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 |
|---|---|---|---|---|
| Lpl | Hudson | WI | 02/2014 | 02/2019 |
| Ameriprise Financial Services Inc | Hudson | WI | 02/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Hudson | WI | 03/2020 | 05/2025 |
| Kestra Investment Services, Llc | Hudson | WI | 05/2025 | Present |
| Kestra Advisory Services, Llc | Hudson | WI | 05/2025 | Present |
Name: COASTLINE WEALTH MANAGEMENT POSITION: Registered Rep NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/06/2025 ADDRESS: 86 Coulee Rd,Ste 100, Hudsonw WI 54016, United States DESCRIPTION: Registered rep to client accounts, Servicing accounts, Registered assistant at firm to assist with account maintenance, Etc. 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: 05/06/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: YMCA HUDSON BOARD OF DIRECTORS POSITION: Board Member NATURE: Fitness Center & Gym INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2024 ADDRESS: 2211 Vine St, Hudson WI 54016, United States DESCRIPTION: Help with the execution on community events and fundraising. Name: AFTON-LAKELAND PTA POSITION: President NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/06/2024 ADDRESS: 475 St Croix Trail South, Lakeland MN 55043, United States DESCRIPTION: Oversee the PTA for my kids current elementary school. This is an unpaid position and 100% of the proceeds raised go back to the school.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-02 |
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