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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
PA RA APPROVED 2025-11-19
TX RA APPROVED 2025-11-19
  • PA RA
    APPROVED
    Since 2025-11-19
  • TX RA
    APPROVED
    Since 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

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
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
  • 06/2017 → 06/2023
    Pnc Bank Na
    Pittsburgh, PA
  • 06/2023 → 11/2025
    Coghill Investment Strategies
    Pittsburgh, PA
  • 07/2016 → 05/2018
    The University Of Pittsburgh School Of Public Health
    Pittsburgh, PA
  • 06/2013 → 09/2017
    Kelley's Dari Delite
    Pittsburgh, PA
  • 11/2025 → Present
    Pittsburgh, PA
Other Businesses

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.

Designations

View on SEC IAPD

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