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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-21 |
Branch Locations
9995 Gate Parkway, Suite 300, Jacksonville, FL 32246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-19 |
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