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363 Route 46 West Suite 300, Fairfield, NJ 07004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-12-08 |
| NJ | RA | APPROVED | 2019-03-05 |
Branch Locations
363 Route 46 West, Suite 300, Fairfield, NJ 07004 • United States
3 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Chatham | NJ | 07/2015 | 02/2019 |
| Coastal Equities, Inc. | Wilmington | DE | 02/2019 | 08/2022 |
| Coastal Investment Advisors, Inc. | Wilmington | DE | 02/2019 | 08/2022 |
| Key Client Fiduciary Advisors | Fairfield | NJ | 02/2019 | Present |
RYAN GREGORY SECURITIES, LLC 40 EGBERT AVE MORRISTOWN, NJ 07960; SOLE MEMBER; PAYROLL AND BILL PAYING/NO COMPENSATION; 1 HOUR PER WEEK DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-16 |
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