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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 2023-07-21
  • FL RA
    APPROVED
    Since 2023-07-21

Branch Locations

9995 Gate Parkway, Suite 300, Jacksonville, FL 32246 • 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
Lord Abbett & Co. Llc Jersey City NJ 06/2012 06/2017
Intrepid Capital Management Inc. Jacksonville Beach FL 08/2017 07/2023
Quasar Distributors, Llc Milwaukee WI 02/2018 07/2023
Raymond James Financial Services, Inc. Jacksonville FL 07/2023 Present
Tji Wealth Management Llc Jacksonville FL 08/2023 Present
Coastal Oak Wealth Advisors Coastal Oak Wealth Advisors FL 09/2023 Present
  • 06/2012 → 06/2017
    Jersey City, NJ
  • 08/2017 → 07/2023
    Intrepid Capital Management Inc.
    Jacksonville Beach, FL
  • 02/2018 → 07/2023
    Quasar Distributors, Llc
    Milwaukee, WI
  • 07/2023 → Present
    Raymond James Financial Services, Inc.
    Jacksonville, FL
  • 08/2023 → Present
    Tji Wealth Management Llc
    Jacksonville, FL
  • 09/2023 → Present
    Coastal Oak Wealth Advisors
    Coastal Oak Wealth Advisors, FL
Previous Registrations
Other Businesses

(1) Name of Business: Coastal Oak Wealth Advisors Address: 9995 Gate Pkwy N Ste 300, Jacksonville, FL, 32246-1897, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/05/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Marketing DBA for our firm (2) Name of Business: TJI Wealth Management LLC Address: 9995 Gate Pkwy N Ste 300, Jacksonville, FL, 32246-1897, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Corporation used for payroll

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-19
  • S66 Uniform Combined State Law Examination
    2023-07-19
Other Names
  • Thomas J Isaacs
  • Tommy Isaacs

View on SEC IAPD

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