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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
Branch Locations
5143 Commercial Way, Spring Hill, FL 34606 • United States
10537 Chalmer Street, Spring Hill, FL 34609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastal Financial Services | Spring Hill | FL | 05/2008 | Present |
| Investacorp Inc | Miami Lakes | FL | 08/2008 | 07/2020 |
| Securities America, Inc. | Springhill | FL | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Spring Hill | FL | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Spring Hill | FL | 06/2024 | Present |
1. JOSEPH HOFMEISTER POSITION: real estate agent NATURE: real estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2005 ADDRESS: 9095 manchester st, spring hill FL 34606 DESCRIPTION: i currently hold a florida real estate licenses-real estate agent 2. BKNP LLC POSITION: president NATURE: real estate holding company, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2016 ADDRESS: 9095 Manchester St, Spring Hill FL 34606 DESCRIPTION: president of the llc 3. DBA - Coastal Financial Services, Inc. 4. JOSEPH HOFMEISTER POSITION: agent NATURE: Medicare supplement policies INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 20 START DATE: 05/01/2025 ADDRESS: 9095 MANCHAESTER ST, SPRING HILL, HERNANDO, FL FL 34606, United States DESCRIPTION: sales 5.COASTAL FINANCIAL SERVICES INC POSITION: President NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2008 ADDRESS: 10537 Chalmer St, Spring Hill FL 34609, United States DESCRIPTION: Insurance sales 6. COASTAL FINANCIAL CONSULTING SERVICES INC POSITION: president NATURE: S-corp for advisory business INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/10/2025 ADDRESS: 10537 Chalmer St, spring hill FL 34609, United States DESCRIPTION: services may include financial services, advisory services and estate planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-18 |
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