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Stephen Gerard Cook

Coquina Private Wealth Advisors

Port Charlotte, FL

Boca Raton, FL

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Current Employers
Coquina Private Wealth Advisors

18501 Murdock Circle, Suite 201, Port Charlotte, FL 33948 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-03
FL RA APPROVED 2025-03-06
  • TX RA
    APPROVED
    Since 2025-04-03
  • FL RA
    APPROVED
    Since 2025-03-06

Branch Locations

18501 Murdock Circle, Suite 201, Port Charlotte, FL 33948 • United States

902 Clint Moore Rd Suite 124, Boca Raton, FL 33487 • 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
Raymond James Financial Services, Inc. Boca Raton FL 10/1990 03/2025
Williams Financial Services, Inc. Coral Springs FL 08/2014 12/2018
Coquina Private Wealth Advisors Port Charlotte FL 03/2025 Present
Raymond James Financial Services Advisors, Inc. Boca Raton FL 01/2009 03/2025
Previous Registrations
  • 2009-03-31 → 2025-03-31
    Raymond James Financial Services Advisors, Inc
    Coral Springs, FL
    Coral Springs, FL
    Boca Raton, FL
  • 1991-01-17 → 2009-10-10
    Raymond James Financial Services, Inc.
    Coral Springs, FL
    Port Charlotte, FL
    Delray Beach, FL
    Boca Raton, FL
    Delray Beach, FL
  • 2004-04-28 → 2005-12-31
    Williams Financial Consultants
    Coral Springs, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1979-09-27
  • S63 Uniform Securities Agent State Law Examination
    1979-09-27
Other Names
  • Stephen G Cook

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC.
HUNTLEIGH ADVISORS, INC.
EDWARD JONES

Other Investors

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STEVEN LYNN BURKS
ROBERT ALLEN DUNCAN
Corey J Cyr
JEFFREY JOZSEF TAMAS
Christian Sahlmann
Scott John Long
DAWNE DENISE POLSINELLI

Other Offices

AMERIGO ASSET MANAGEMENT CORPORATION · PORT CHARLOTTE, FL
CETERA INVESTMENT ADVISERS LLC · Port Charlotte, FL
IDEAL RETIREMENT SOLUTIONS · PORT CHARLOTTE, FL
PFS INVESTMENTS INC. · PORT CHARLOTTE, FL
PFS INVESTMENTS INC. · PORT CHARLOTTE, FL
IFG ADVISORY, LLC · Port Charlotte, FL
RAYMOND JAMES & ASSOCIATES, INC. · PORT CHARLOTTE, FL
HUNTLEIGH ADVISORS, INC. · Port Charlotte, FL

More in Port Charlotte, FL

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