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1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-05 |
Branch Locations
2033 Main Street Suite 103, Sarasota, FL 34237 • United States
1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| First Allied Advisory Services, Inc. | Sarasota | FL | 08/2016 | 07/2018 |
| First Allied Securities, Inc | San Diego | CA | 08/2012 | 07/2018 |
| Lpl Financial Llc | Sarasota | FL | 07/2018 | 12/2019 |
| Kovack Advisors, Inc. | Fort Laud. | FL | 12/2019 | 09/2022 |
| International Assets Investment Management, Llc | Orlando | FL | 09/2022 | 09/2024 |
| Realta Investment Advisors, Inc. | Wilmington | DE | 09/2024 | Present |
1) GULF COAST WEALTH ADVISORS; 2033 MAIN STREET, SUITE 103, SARASOTA, FL 34237; DBA USED AS BRAND FOR FINANCIAL ADVISORY BUSINESS; WWW.GULFCOASTWEALTHADVISORS.COM; PRESIDENT SINCE 9/2003; USE COMPANY AS DBA AND ALL MARKETING IS DONE USING THIS NAME; FEE BASED COMPENSATION; 4 HOURS PER WEEK NONE DURING NORMAL TRADING HOURS. 2) INTERNET BOOK PUBLISHING; 2033 MAIN STREET, SUITE 103, SARASOTA, FL 34237; AUTHOR; NOT INVESTMENT RELATED; NO ACTIVITES OTHER THAN PASSIVE SALES; 1 HOUR PER WEEK NON DURING NORMAL TRADING HOURS. 3) LABELLE & ASSOCIATES; 2033 MAIN STREET, SUITE 103, SARASOTA, FL 34237; S CORP USED FOR RECORD KEEPING AND PAYING EXPENSES; PRESIDENT SINCE 2022; PRIVATE LABEL ENTITY FOR INSURANCE BUSINESS; 2 HOURS PER WEEK NONE DURING NORMAL TRADING HOURS. 4) SRQ TAX STRATEGIES; 2033 MAIN STREET, SUITE 103, SARASOTA, FL 34237; DBA FOR GULF COAST INSURANCE GROUP; MARKETING COMPANY FOR INSURANCE AND ANNUITIES; GCANNUITY.COM; PRESIDENT SINCE 1/2023; COMMISSIONS; APPROXIMATELY 5 HOURS PER WEEK DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-09 |
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