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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-24 |
Branch Locations
5709 Tidalwave Drive, New Port Richey, FL 34652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Port Tarpon Marina | Tarpon Springs | FL | 07/2023 | 10/2025 |
| University Of South Florida | Tampa | FL | 08/2019 | 05/2023 |
| General Nutrition Company | Tampa | FL | 01/2020 | 03/2020 |
| Florida Atlantic University | Boca Raton | FL | 08/2018 | 08/2019 |
| Folsom Of Florida | Odessa | FL | 06/2017 | 07/2018 |
| Port Tarpon Marina | Tarpon Springs | FL | 02/2017 | 07/2018 |
| J.W. Mitchell High School | Trinity | FL | 07/2015 | 05/2018 |
| Raymond James Financial Services, Inc. | New Port Richey | FL | 07/2023 | Present |
| Raymond James Financial Services Advisors, Inc | New Port Richey | FL | 10/2023 | Present |
(1)Name of Business: Coastal Bay Wealth Management Address: 5709 Tidalwave Dr, New Port Richey, FL, 34652-3821, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/10/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-12 |
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