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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-06-10 |
Branch Locations
2201 West 1St St, Gulf Shores, AL 36542 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Gulf Shores | AL | 05/2026 | 06/2026 |
| Kestra Advisory Services, Llc | Gulf Shores | AL | 05/2026 | 06/2026 |
| Edward Jones | St Louis | MO | 07/2017 | 01/2022 |
| Island Air Conditioning And Heating Inc. | Gulf Shores | AL | 06/2015 | 06/2017 |
| Lpl Financial Llc | Gulf Shores | AL | 02/2022 | 06/2026 |
| Independent Financial Partners | Tampa | FL | 06/2026 | Present |
| Ifp Securities Llc | Tampa | FL | 06/2026 | Present |
1.) COASTAL WEALTH SOLUTIONS: Owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 02/04/2022 ADDRESS: 2201 West 1st st, Gulf Shores AL 36542, United States DESCRIPTION: I am the owner and sole financial advisor 2.) INSURANCE DESIGNERS OF COLORADO POSITION: Unknown- They help me with insurance NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/08/2023 ADDRESS: 2201 West 1st st, Gulf Shores AL 36542, United States DESCRIPTION: None- They help me with insurance 3.) Pleasure Island Revelers – not investment related – 16 Natures Trail, Gulf Shores, AL 36542 – non-profit Mardi Gras and charitable organization – president – start date 05/26/2026 – 2% of time (1% during trading hours) –oversees Mardi Gras events, fundraising activities, and charitable initiatives.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-28 |
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