Inactive

Angela Marie Thomson

Coastal Financial Planning, Inc.

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Current Employers

Coastal Financial Planning, Inc.

640 George Washington Highway Suite 103; Building B, Lincoln, RI 02865-3935 • United States

Current Registrations

Authority	Category	Status	Date
RI	RA	APP_PEND_IARCE	2026-01-01
MA	RA	APPROVED	2016-06-10

RI RA
APP_PEND_IARCE

Since 2026-01-01
MA RA
APPROVED

Since 2016-06-10

Branch Locations

640 George Washington Highway Suite 103; Building B, Lincoln, RI 02865-3935 • 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

Organization	City	State	From	To
Coastal Financial Planning, Inc.	Lincoln	RI	03/1997	Present

03/1997 → Present

Coastal Financial Planning, Inc.

Lincoln, RI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-02-26

S65 Uniform Investment Adviser Law Examination

1998-02-26

Designations

Other Names

Angela Thomson

View on SEC IAPD

Other Firms

SOWA FINANCIAL GROUP

COMMONWEALTH FINANCIAL NETWORK

FOUNDATIONS INVESTMENT ADVISORS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EAGLE STRATEGIES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

SANTANDER SECURITIES LLC

Other Investors

DONALD JOSEPH SOWA

NATHAN LEE BEAUVAIS

STEVEN JAMES BEAUVAIS

DONNA GRACE SOWA ALLARD

JOHN GARY FARLEY

Other Offices

SOWA FINANCIAL GROUP · LINCOLN, RI

COMMONWEALTH FINANCIAL NETWORK · LINCOLN, RI

FOUNDATIONS INVESTMENT ADVISORS LLC · Lincoln, RI

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Lincoln, RI

EAGLE STRATEGIES LLC · SUITE 103 UNIT 4, RI

AMERIPRISE FINANCIAL SERVICES, LLC · Lincoln, RI

COMMONWEALTH FINANCIAL NETWORK · Lincoln, RI

SANTANDER SECURITIES LLC · Lincoln, RI

More in Lincoln, RI

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