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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-09-11 |
| TX | RA | APPROVED_RES | 2024-09-06 |
Branch Locations
1544 W 2Nd St. Ste 102 [Satellite], Gulf Shores, AL 36542 • United States
600 University Park Place Suite 130 & 175, Homewood, AL 35209 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Gulf Shores | AL | 05/2009 | Present |
COASTAL WEALTH MANAGEMENT OF PERITUS WEALTH MANAGEMENT; INV RELATED; GULF SHORES, AL; FINET PRACTICE; 100% OWNERSHIP; START DATE 03/07/2025; 160 HOURS PER MONTH; 160 HOURS DURING TRADING| THE ESTATE OF WILLIAM J. MCALEER, JR.; INV RELATED; GULF SHORES, AL; MANAGE ESTATE OPERATIONS; EXECUTOR/CO-EXECUTOR/PERSONAL REPRESENTATIVE; START DATE: 12/10/2024; 5 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-03 |
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