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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-20 |
| NJ | RA | APPROVED | 2025-05-15 |
Branch Locations
445 Brick Blvd Ste 105, Brick, NJ 08723 • United States
Delray Beach, FL • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Sorrento Pacific Financial , Llc | San Diego | CA | 01/2014 | 05/2025 |
| Oceanfirst Bank | Brick | NJ | 01/2014 | 11/2018 |
| Lpl Financial Llc | Delray Beach | FL | 05/2025 | Present |
1. 3/24/2025: Coastal Wealth Management LLC; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 3/22/2025; 80hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-22 |
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