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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-07 |
| FL | RA | APPROVED | 2017-06-14 |
Branch Locations
12513 Spring Hill Drive, Spring Hill, FL 34609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Spring Hill | FL | 08/2002 | Present |
| West Coast Financial Mgmt Inc. | Spring Hill | FL | 01/2004 | Present |
| Raymond James Financial Services Advisors Inc. | Spring Hill | FL | 06/2017 | Present |
(1) Name of Business: West Coast Financial Management Inc. Address: 12513 Spring Hill Dr, Spring Hill, FL, 34609, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Officer - Treasurer, Officer - President, Officer - Secretary Investment Related: No Start Date: 12/09/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:Owner of the one-man corporation for my practice. There is no product/service; this is a pass-thru corp only for the pmt of the branch bills as reported previously on this document. I am Pres/VP/Treas/Sec of the corporation and the only signer on the acct.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-18 |
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