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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2015-01-20 |
Branch Locations
29122 Rancho Viejo Road Suite 109, San Juan Capistrano, CA 92675 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | Long Beach | CA | 05/2013 | Present |
(1) COX FINANCIAL PLANNING, INC POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 08/01/2013 DESCRIPTION: Business Entity for Tax/Investment Purposes (2) COASTAL WEALTH MANAGEMENT POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/04/202 DESCRIPTION: 100% owner of DBA Coastal Wealth Management used for marketing purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-14 |
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