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Walter Francis Mortimer

Coquina Private Wealth Advisors

Summerville, SC

Port Charlotte, FL

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Current Employers
Coquina Private Wealth Advisors

18501 Murdock Circle, Suite 201, Port Charlotte, FL 33948 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-05-27
TX RA APPROVED 2025-03-03
  • SC RA
    APPROVED
    Since 2025-05-27
  • TX RA
    APPROVED
    Since 2025-03-03

Branch Locations

Summerville, SC • United States

18501 Murdock Circle, Suite 201, Port Charlotte, FL 33948 • 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
Raymond James Financial Services Georgetown TX 02/2004 03/2025
Raymond James Financial Services Advisors, Inc Georgetown TX 01/2009 03/2025
Walter F. Mortimer Consulting Georgetown TX 01/2009 10/2024
Coquina Private Wealth Llc Georgetown TX 01/2022 03/2025
Coquina Private Wealth Advisors Port Charlotte FL 03/2025 Present
Previous Registrations
  • 2009-01-02 → 2025-03-31
    Raymond James Financial Services Advisors, Inc
    Coral Springs, FL
    Saint Petersburg, FL
    Georgetown, TX
    Georgetown, TX
  • 2004-02-25 → 2009-01-02
    Raymond James Financial Services, Inc.
    Georgetown, TX
    Port Charlotte, FL
    Georgetown, TX
    Georgetown, TX
  • 2004-03-16 → 2005-12-31
    Williams Financial Consultants
    Georgetown, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-08-16
S66 Uniform Combined State Law Examination 2003-01-14
  • S63 Uniform Securities Agent State Law Examination
    2005-08-16
  • S66 Uniform Combined State Law Examination
    2003-01-14
Other Names
  • Walter Mortimer
  • Walter F Mortiner

View on SEC IAPD

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