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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
1 disclosure category 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 |
|---|---|---|---|---|
| Wells Fargo Advisors | Port Richey | FL | 01/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Port Richey | FL | 11/2016 | 05/2021 |
| Raymond James Financial Services, Inc. | New Port Richey | FL | 05/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | New Port Richey | FL | 05/2021 | Present |
| Pasco County Mosquito Control District | Odessa | FL | 02/2021 | Present |
| Coastal Bay Wealth Management | New Port Richey | FL | 03/2022 | Present |
(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:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-30 |
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