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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-29
  • NY RA
    APPROVED
    Since 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

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2024 → 08/2025
    Massmutual Life Insurance Company
    East Hills, NY
  • 09/2014 → 09/2016
    Nesaquake
    St.JAmes, NY
  • 09/2016 → 08/2020
    Smithtown High School East
    St.JAmes, NY
  • 08/2020 → 05/2024
    Penn State
    University Park, PA
  • 11/2021 → 04/2024
    Panera Bread
    University Park, PA
  • 01/2019 → 05/2019
    Escape Zone
    St.JAmes, NY
  • 08/2019 → 12/2019
    Spages Pharmacy
    St.JAmes, NY
  • 05/2024 → 09/2024
    Blue Ocean Wealth Solutions,Llc
    East Hills, NY
  • 05/2023 → 09/2023
    Kestra Investment Services, Llc
    Austin, TX
  • 05/2023 → 06/2023
    Woodbury Financial Services, Inc.
    Manhasset, NY
  • 10/2025 → Present
    Kestra Investment Services, Llc
    Port Jefferson, NY
  • 10/2025 → Present
    Port Jefferson, NY
Previous Registrations
Other Businesses

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,

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-23
  • S66 Uniform Combined State Law Examination
    2025-02-23

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