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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-10 |
Branch Locations
5709 Tidalwave Drive, New Port Richey, FL 34652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-04 |
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