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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 | 2024-12-19 |
Branch Locations
1303 Main Street, Port Jefferson, NY 11777 • 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 |
|---|---|---|---|---|
| Digiovanna Bros Landscaping Inc. | Brightwaters | NY | 06/2018 | 07/2024 |
| Coastline Wealth Managment | Port Jefferson | NY | 05/2023 | 06/2024 |
| Hofstra University | Hempstead | NY | 08/2020 | 05/2024 |
| Kestra Investment Services, Llc | Port Jefferson | NY | 07/2024 | Present |
| Hauppauge High School | Hauppauge | NY | 09/2016 | 06/2020 |
| Kestra Advisory Services, Llc | Port Jefferson | NY | 12/2024 | Present |
Name: ICE HOCKEY OFFICIAL POSITION: On Ice Offical NATURE: Ice Hockey Official INVESTMENT RELATED: No # OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2016 ADDRESS: 3 Glenwood Drive, Hauppauge NY 11788 DESCRIPTION: Work part time as an independent contractor officiating hockey games ranging from youth to college club and adult. Name: COASTLINE WEALTH MANAGEMENT POSITION: Client Service Specialist NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/22/2024 ADDRESS: 1303 Main Street, Port Jefferson NY 11777 DESCRIPTION: Assist financial advisors in servicing their clients and prospects. Also support advisors who are transitioning to the firm. 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: 12/16/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: DIGIOVANNA BROS LANDSCAPING INC POSITION: Laborer NATURE: Landscaping INVESTMENT RELATED: No # OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/21/2025 ADDRESS: 135 Orinoco Drive, Brightwaters NY 11718, United States DESCRIPTION: Perform labor and operate landscaping equipment on an as needed basis. This is a family run business that I will occasionally work for on weekends and I will not work during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-16 |
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