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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 | 2025-10-29 |
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 |
|---|---|---|---|---|
| Massmutual Life Insurance Company | East Hills | NY | 07/2024 | 08/2025 |
| Nesaquake | St.JAmes | NY | 09/2014 | 09/2016 |
| Smithtown High School East | St.JAmes | NY | 09/2016 | 08/2020 |
| Penn State | University Park | PA | 08/2020 | 05/2024 |
| Panera Bread | University Park | PA | 11/2021 | 04/2024 |
| Escape Zone | St.JAmes | NY | 01/2019 | 05/2019 |
| Spages Pharmacy | St.JAmes | NY | 08/2019 | 12/2019 |
| Blue Ocean Wealth Solutions,Llc | East Hills | NY | 05/2024 | 09/2024 |
| Kestra Investment Services, Llc | Austin | TX | 05/2023 | 09/2023 |
| Woodbury Financial Services, Inc. | Manhasset | NY | 05/2023 | 06/2023 |
| Kestra Investment Services, Llc | Port Jefferson | NY | 10/2025 | Present |
| Kestra Advisory Services, Llc | Port Jefferson | NY | 10/2025 | Present |
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: 10/15/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: COASTLINE WEALTH MANAGEMENT POSITION: financial advisor NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 10/15/2025 ADDRESS: 1303 Main St, Port Jeff NY 11741, United States DESCRIPTION: financial planning for clients,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-23 |
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