James Lance Weimar

Current Employers

Employment History

• 04/2016 → Present
  Kestra Investment Services, Llc.
  Port Jefferson Stn, NY
• 04/2016 → Present
  Kestra Advisory Services, Llc.
  Port Jefferson Stn, NY
• 01/2011 → Present
  Coastline Wealth Management
  Port Jefferson Stn, NY

Other Businesses

Business Name: Coastline Private Wealth Management, Inc Investment Related: No Address: 5225-43 Nesconset Highway Port Jefferson Station NY 11776 Nature of Business: Other Other/None of the Above No business activities at this time Position, Title or Relationship: President Start Date: 8/4/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: No business activities at this time Business Name: Coastline wealth Management Investment Related: Yes Address: 5225-43 Nesconset Port Jefferson Station NY 11776 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: rep Start Date: 10/1/2013 Hours per month: 51% - 60% (81 - 96 hours) Hours per month during trading hours: 51% - 60% (71 - 84 hours) Duties: sales and service Business Name: essential group svcs inc Investment Related: No Address: 5225-43 Nesconset Port Jefferson Station NY 11776 Nature of Business: Insurance Position, Title or Relationship: Owner Start Date: 4/7/1990 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: management and sales Business Name: essential pension svcs Investment Related: No Address: 5225-43 Nesconset Port Jefferson Station NY 11776 Nature of Business: Consulting; Insurance Position, Title or Relationship: Owner Start Date: 4/7/1990 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: consulting and administration Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Weimar Financial Investment Related: Yes Address: 5225-43 Nesconset Highway Port Jefferson Station NY 11776 Nature of Business: Insurance Position, Title or Relationship: owner Start Date: 1/1/2002 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: sales and service

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-24
• S66 Uniform Combined State Law Examination
  2008-10-13
• S63 Uniform Securities Agent State Law Examination
  1986-04-14

Other Names

• James Lance Weimar
• James Lance Weimar