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1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-01-08 |
| TX | RA | APPROVED_RES | 2019-01-07 |
| CA | RA | APPROVED | 2007-09-06 |
Branch Locations
1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
2753 Camino Capistrano Bldg B, 1St Floor (B-1), San Clemente, CA 92672 • 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 |
|---|---|---|---|---|
| Newbridge Securities Corporation | Ft. Lauderdale | FL | 08/2007 | Present |
1)GOLD COAST FINANCIAL GROUP (DBA),2753 CAMINO CAPISTRANO, BLDG B, 1ST FLOOR (B-1), SAN CLEMENTE, CA, - SECURITIES,PARTNER WITH JULIE MAINS FOR SECURITIES BUSINESS,JUNE 2008,PROVIDE FINANCIAL SERVICE. 2) GOLD COAST WEALTH ADVISORS (DBA): ACTING AS A SOLICITOR IN RECOMMENDING CLIENTS TO CLARAPHI RIA, ADVISING CLIENTS ABOUT OUR FEE BASED MONEY MANAGEMENT OPTIONS. 3) GOLD COAST WEALTH MANAGEMENT (DBA): ACTING AS A SOLICITOR IN RECOMMENDING CLIENTS TO CLARAPHI RIA, ADVISING CLIENTS ABOUT OUR FEE BASED MONEY MANAGEMENT OPTIONS. (THE ABOVE ARE SUB DIVISIONS OF THE CURRENTLY DISCLOSED GOLD COAST FINANCIAL GROUP) 4) SCOTT BROOKS- LANDLORD/RENTAL INCOME - RENT OUT MY CONDO IN ROSARITO, MEXICO, 5) DST (DEFERRED SALES TRUST) BY AND THROUGH GOLD COAST FINANCIAL GROUP: JULY 2016/AFFILIATE, ESTATE PLANNING TEAM REPRESENT AND MARKET FOR DEFERRED SALES TRUST 1-2 HOURS DURING/AFTER TRADING HOURS EXPLANING THE STRATEGY AS POTENTIALLY SUITABLE FOR CERTAIN CLIENTS IN CERTAIN CIRCUMSTANCES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-29 |
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