Michael Joseph Cox

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 11/2016
  Wells Fargo Advisors
  Port Richey, FL
• 11/2016 → 05/2021
  Wells Fargo Clearing Services, Llc
  Port Richey, FL
• 05/2021 → Present
  Raymond James Financial Services, Inc.
  New Port Richey, FL
• 05/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  New Port Richey, FL
• 02/2021 → Present
  Pasco County Mosquito Control District
  Odessa, FL
• 03/2022 → Present
  Coastal Bay Wealth Management
  New Port Richey, FL

Previous Registrations

• 2012-01-06 → 2021-05-11
  Wells Fargo Clearing Services, Llc
  Land O'LAkes, FL
• 2009-06-01 → 2012-01-12
  Morgan Stanley
  Lutz, FL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Lutz, FL
• 1996-05-16 → 2007-04-02
  Morgan Stanley Dw Inc.
  Port Richey, FL
  Port Richey, FL

Other Businesses

(1)Name of Business: Address: 5709 Tidalwave Dr, New Port Richey, FL, 34652-3821, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: My wife and I are purchasing the building through 5709 Tidalwave LLC, where our RJFS office is located, and renting space to our company. Additionally, I will be renting office space to other users (two law firms and a wellness clinic) (2)Name of Business: Address: 5709 Tidalwave Dr, New Port Richey, FL, 34652-3821, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Property Owner (3)Name of Business: Coastal Bay Tax & Consulting Address: 5709 Tidalwave Dr., Ste 100, New Port Richey, FL, 34652, United States Activity Type: Accounting/CPA Position/Title: Partner Investment Related: No 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 (4)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 - 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+ Description of duties: President of the company. (5)Name of Business: Pasco County Mosquito Control District Address: 2308 Marathon Road, Odessa, FL, 33556, United States Activity Type: Political Office/Activity Position/Title: Investment Related: Yes Start Date: 02/08/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-03
• S63 Uniform Securities Agent State Law Examination
  1996-05-30

Designations

• Certified Financial Planner