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363 Route 46 West Suite 300, Fairfield, NJ 07004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-10-16 |
| TX | RA | APPROVED_RES | 2018-10-12 |
Branch Locations
363 Route 46 West Suite 300, Fairfield, NJ 07004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Client Fiduciary Advisors, Llc | Fairfield | NJ | 07/2004 | Present |
| Wells Fargo Advisors Financial Network Llc | Fairfield | NJ | 07/2004 | 10/2018 |
| Coastal Equities, Inc. | Wilmington | DE | 10/2018 | 12/2021 |
| Coastal Investment Advisors, Inc. | Wilmington | DE | 10/2018 | 12/2020 |
| Key Client Fiduciary Advisors, Llc | Fairfield | NJ | 10/2018 | Present |
1. RENTAL PROPERTY; INV RELATED; SPRING LAKE, NJ; 100% OWNERSHIP; START 5/1/2015; 0 HOURS PER MONTH, 0 DURING TRADING; OWNER. 2. KEY CLIENT FINANCIAL ADVISORS LLC; INVESTMENT RELATED; FAIRFIELD, NJ 07004; SUBLEASE SPACE; CO-OWNER; START 8/04; LESS THAN 1 HR PER MTH DURING MARKET.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-04-12 |
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