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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-05-10
  • FL RA
    APPROVED
    Since 2021-05-10

Branch Locations

5709 Tidalwave Drive, New Port Richey, FL 34652 • 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
Wells Fargo Clearing Services, Llc Trinity FL 12/2017 05/2021
Adrian College Adrian MI 09/2016 12/2016
Adrian College Adrian MI 08/2014 12/2017
Raymond James Financial Services, Inc New Port Richey FL 05/2021 Present
Raymond James Financial Services Advisor, Inc New Port Richey FL 05/2021 Present
Coastal Bay Wealth, Pllc D/B/A The Cox Private Wealth Management New Port Richey FL 05/2021 12/2023
Concurrent Advisors Trinity FL 05/2021 Present
  • 12/2017 → 05/2021
    Trinity, FL
  • 09/2016 → 12/2016
    Adrian College
    Adrian, MI
  • 08/2014 → 12/2017
    Adrian College
    Adrian, MI
  • 05/2021 → Present
    Raymond James Financial Services, Inc
    New Port Richey, FL
  • 05/2021 → Present
    Raymond James Financial Services Advisor, Inc
    New Port Richey, FL
  • 05/2021 → 12/2023
    Coastal Bay Wealth, Pllc D/B/A The Cox Private Wealth Management
    New Port Richey, FL
  • 05/2021 → Present
    Concurrent Advisors
    Trinity, FL
Previous Registrations
Other Businesses

(1)Name of Business: Coastal Bay Tax & Consulting Address: 5709 Tidalwave Dr, New Port Richey, FL, 34652, United States Activity Type: Accounting/CPA Position/Title: Partner Investment Related: Yes Start Date: 01/06/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Passive Investor (2)Name of Business: Coastal Bay Wealth Management Address: 5709 Tidalwave Dr, New Port Richey, FL, 34652-3821, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 03/01/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Retiring our current DBA name of the Cox Private Wealth Management Group and will be utilizing our corporation name going forward. D/B/A Coastal Bay Wealth Management.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-04
  • S66 Uniform Combined State Law Examination
    2018-04-04
Other Names
  • Nicholas Manns

View on SEC IAPD

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