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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 | 2026-07-30 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
1303 Main Street, Port Jefferson, NY 11777 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastline Wealth Management | Port Jefferson | NY | 02/2025 | 05/2026 |
| Bj's Wholesale Club | Bellport | NY | 01/2024 | 07/2024 |
| The Bellport | Bellport | NY | 10/2023 | 12/2023 |
| Splish Splash | Riverhead | NY | 05/2022 | 09/2022 |
| Kestra Investment Services, Llc | Port Jefferson | NY | 05/2026 | Present |
| St. Joseph's University | Patchogue | NY | 01/2025 | 05/2026 |
| Lockhaven University | Lockhaven | PA | 08/2024 | 12/2024 |
| Unemployment | Yaphank | NY | 03/2006 | 05/2022 |
| Unemployment | Yaphank | NY | 10/2022 | 10/2023 |
| Kestra Adviasory Services, Llc | Port Jefferson | NY | 07/2026 | Present |
Name: COASTLINE WEALTH MANAGEMENT POSITION: Client Services and Marketing Specialist NATURE: Client Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 110 SECURITIES TRADING HOURS: 83 START DATE: 02/03/2025 ADDRESS: 1303 Main Street, Port Jefferson NY 11777, United States DESCRIPTION: Asset movement, ACATS, data analyzation, and marketing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-27 |
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