Tracy Anne Prush

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-04-14

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Lincoln Investment	Bohemia	NY	10/2017	02/2021
Boss Facility Services	Bohemia	NY	05/2016	10/2017
Coastline Wealth Management	Port Jefferson	NY	02/2021	05/2023
Edward Jones	St Louis	MO	05/2023	04/2025
Raymond James Financial Services, Inc.	Smithtown	NY	04/2025	Present
Raymond James Financial Services Advisors, Inc.	Smithtown	NY	04/2025	Present
Hendel Wealth Management Group	Smithtown	NY	04/2025	Present
Kestra Advisory Services, Llc	Port Jefferson	NY	07/2022	05/2023
Kestra Investment Services, Llc	Port Jefferson	NY	02/2021	05/2023

10/2017 → 02/2021

Lincoln Investment

Bohemia, NY
05/2016 → 10/2017

Boss Facility Services

Bohemia, NY
02/2021 → 05/2023

Coastline Wealth Management

Port Jefferson, NY
05/2023 → 04/2025

Edward Jones

St Louis, MO
04/2025 → Present

Raymond James Financial Services, Inc.

Smithtown, NY
04/2025 → Present

Raymond James Financial Services Advisors, Inc.

Smithtown, NY
04/2025 → Present

Hendel Wealth Management Group

Smithtown, NY
07/2022 → 05/2023

Kestra Advisory Services, Llc

Port Jefferson, NY
02/2021 → 05/2023

Kestra Investment Services, Llc

Port Jefferson, NY

Hendel Wealth Management Group Not investment-related Smithtown, NY DBA/Support Company Advisor 04/2025 0 hours per month 0 hours during trading

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-07-08

Other Firms