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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-19 |
| TX | RA | APPROVED | 2025-11-19 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Six Ppg Place Suite 730, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank Na | Pittsburgh | PA | 06/2017 | 06/2023 |
| Coghill Investment Strategies | Pittsburgh | PA | 06/2023 | 11/2025 |
| The University Of Pittsburgh School Of Public Health | Pittsburgh | PA | 07/2016 | 05/2018 |
| Kelley's Dari Delite | Pittsburgh | PA | 06/2013 | 09/2017 |
| Kestra Advisory Services, Llc | Pittsburgh | PA | 11/2025 | Present |
NAME: Kestra Advisory Services POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/19/2025 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400 Austin, Texas 78735 DESCRIPTION: NAME: Coghill Investment Strategies POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/12/2023 ADDRESS: Six PPG Plaza Suite 730 Pittsburgh, Pennsylvania 15222 DESCRIPTION: Work with clients and families that are partnering with our firm for their wealth and investment management needs. Meet with clients regularly, helping with investing and placing trades for client accounts, help with communicating between clients CPAs and estate attorneys to ensure their tax and estate pictures are up to date and accurate, provide advice on various aspects of planning such as how to prepare for retirement, review cash flow projections, and how to create a legacy financially during and after life.
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