Dennis Keith O'brien

Current Employers

Coastal Financial Advisors, Inc.

Farmingdale, NJ • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-03-02

NJ RA
APPROVED

Since 2026-03-02

Branch Locations

Farmingdale, NJ • 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

Organization	City	State	From	To
Coastal Financial Advisors, Inc.	Farmingdale	NJ	04/2004	Present
Coastal Business Services, Llc	Farmingdale	NJ	04/2004	Present

04/2004 → Present

Coastal Financial Advisors, Inc.

Farmingdale, NJ
04/2004 → Present

Coastal Business Services, Llc

Farmingdale, NJ

Previous Registrations

2003-11-04 → 2004-04-12

Ameriprise Financial Services, Llc

Princeton, NJ

Other Businesses

COASTAL BUSINESS SERVICES, LLC; NOT INVESTMENT RELATED; PO BOX 529 FARMINGDALE, NJ 07727; NATURE OF BUSINESS-BUSINESS CONSULTING; TITLE-PRESIDENT; STARTED 04/2004; APPROX. 20 HRS./MTH DEVOTED TO BUSINESS, & 20 HRS. DURING SECURITIES TRADING; DUTIES-GENERAL SMALL BUSINESS CONSULTING, COMPUTER CONSULTING AND PROJECT MANAGEMENT.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-11-03

S66 Uniform Combined State Law Examination

2003-11-03

Other Names

Dennis Keith Obrien

View on SEC IAPD