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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-07-05 |
Branch Locations
3350 Highway 138 Suite 226, Wall, NJ 07719 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • 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 |
|---|---|---|---|---|
| Coastal Investment Advisors | Wilmington | DE | 08/2011 | 06/2017 |
| Advisory Services Network, Llc | Atlanta | GA | 06/2017 | Present |
| Mclaughlin Financial Group, Llc | Wall | NJ | 07/2005 | Present |
1) MCLAUGHLIN FINANCIAL GROUP LLC: PRESIDENT, MEMBER, SOLE OWNER SINCE 2007; THIS IS A SERVICE CORPORATION FOR MY FINANCIAL SERVICES BUSINESS. 2) INDEPENDENT INSURANCE AGENT: OFFERING SALES/SERVICE OF INSURANCE PRODUCTS THROUGH UNAFFILIATED INSURANCE COMPANIES SINCE 1985. INVESTMENT RELATED ACTIVITY; SPEND APPROX. 20 HRS. PER MONTH ON THIS ACTIVITY. 3) WILLIAM J MCLAUGHLIN: AUTHOR, Wall, NJ, AUTHOR OF BOOK ON GENERAL FINANCIAL AND INVESTMENT TOPICS, INVESTMENT RELATED, WRITE CONTENT FOR BOOKS, COORDINATE, COVER OF BOOKS, PRINTING AND DISTRIBUTION. START 8/2018, DEVOTE 4-6 HOURS AND ZERO MONTH DURING TRADING HOURS,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-01-26 |
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