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Current Employers
Seaside Wealth Advisors Llc

Mechanicsburg, PA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-30
PA RA APPROVED 2024-04-08
NC RA APPROVED 2023-07-31
  • TX RA
    APPROVED
    Since 2024-04-30
  • PA RA
    APPROVED
    Since 2024-04-08
  • NC RA
    APPROVED
    Since 2023-07-31

Branch Locations

Plano, TX • United States

Wilmington, NC • United States

Mechanicsburg, PA • 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
OrganizationCityStateFromTo
Northwestern Mutual Life Insurance Company Milwaukee WI 10/2011 09/2019
Northwestern Mutual Investment Services, Llc. Greensboro NC 08/2012 09/2019
Northwestern Mutual Wealth Management Company Milwaukee WI 08/2016 09/2019
Eagles Coast Capital, Llc Mount Pleasant SC 09/2019 07/2023
Seaside Wealth Advisors Llc Wilmington NC 07/2023 Present
Seaside Capital Partners, Llc Wilmington NC 08/2023 Present
Eagles Coast Wealth Management Mount Pleasant SC 10/2020 07/2023
  • 10/2011 → 09/2019
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 08/2012 → 09/2019
    Northwestern Mutual Investment Services, Llc.
    Greensboro, NC
  • 08/2016 → 09/2019
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 09/2019 → 07/2023
    Eagles Coast Capital, Llc
    Mount Pleasant, SC
  • 07/2023 → Present
    Wilmington, NC
  • 08/2023 → Present
    Seaside Capital Partners, Llc
    Wilmington, NC
  • 10/2020 → 07/2023
    Eagles Coast Wealth Management
    Mount Pleasant, SC
Previous Registrations
Other Businesses

1)STERLING PROPERTY INVESTMENTS, LLC Investment Related; Wilmington, NC; Buy and hold real estate or build and sell. May renovate homes on occasion and purchase homes to rent out; Owner; Member; Started May 2020; 5 hours per month; 2 hours during trading; Track costs of renovations or construction. 2) ILM Bikes, LLC; Not investment related; Wilmington, NC; Bike shop store front. Sale and service bicycles; Managing Member; Started Sept. 2020; 10 hours per month; 5 hours during trading; Passive operation other than checking in with managers or accounts payable, generally on weekends. 3) TYNDALL HOLDINGS COMPANY, LLC; Investment related, Wilmington, NC; Non operational. Exists to own interests of some of our other entities; Managing Member; Started May 2018; < 1 hour per month; no hours during trading; No activity requirements. Exists only as a holding company. 4) CJ DURHAM 1, LLC; Non-investment related; Durham, NC; Juice Bar / Food & Beverage; Managing Member; Started Jan 2017; 5 hours per month; 0 hours during trading; Passively operated with General Manager in place with full authority to make decisions. 5) Live ILM, LLC; Investment related; Wilmington, NC; Real Estate Rental Properties; Managing Member; Started May 2022; 2 hours per month; 2 hours during trading; Passive. Spouse handles all rental aspects. 6) MKAD Ventures, LLC; Investment related; Wilmington, NC; Real Estate Rental Properties; Member; Started March 2023; 2 hours per month; 2 hours during trading; Passive. Spouse handles all rental aspects. 7) Revitalize ILM, LLC; Investment related; Wilmington, NC; real estate company to build and renovate homes for sale; Managing Member; Started Jan 2021; 2 hours per month; 0 hours during trading; Passively participated in minority partnership with partners who were contractors. Only time requirement was meeting to discuss ongoing projects. 8) Seaside Capital Partners, LLC; Investment related; Wilmington, NC; Manager of SCP Development High-Yield Fund, LLC; Member; started July 2023; 5 hours per month; 5 hours during trading; Operations from the SCP Fund are administered by this entity. 9) SCP Development High-Yield Fund, LLC; Investment related; Wilmington, NC; Fund to finance construction and renovation projects; Member; Started July 2023; 5 hours per month; 5 hours during trading; Analyze real estate projects and funding required and administer funding to complete the projects. 10) Insurance Production; Investment related; Wilmington, NC; Offering Life/Disability/LTC insurance; Sole Proprietor; started July 2023; 15 hours per month; 15 hours during trading; Offer insurance to clients who have a need it in their financial plan.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-26
S63 Uniform Securities Agent State Law Examination 2013-01-04
  • S65 Uniform Investment Adviser Law Examination
    2020-10-26
  • S63 Uniform Securities Agent State Law Examination
    2013-01-04

View on SEC IAPD

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