Robert Anthony Coffin

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Meridian, MS
• 11/2016 → 07/2026
  Wells Fargo Clearing Services, Llc
  Meridian, MS
• 07/2026 → Present
  &Partners
  Nashville, TN

Previous Registrations

• 2008-01-01 → 2026-08-11
  Wells Fargo Clearing Services, Llc
  Meridian, MS
• 2003-12-08 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Meridian, MS
  Meridian, MS
  St. Louis, MO

Other Businesses

CHOCTAW AREA COUNCIL, INV RELATED, MERIDIAN, MS, ENDOWMENT COMMITTEE MEMBER, START 1/1/2019, .33 HOURS PER MONTH, ZERO DURING TRADING, DISCUSS DEVELOPMENT, MANAGEMENT, AND DISBURSEMENT OF ENDOWMENT FUNDS, COMPLIANCE WITH INV POLICY, PROMOTING THE ORGANIZATION. FOURTH STREET DEVELOPMENT, LLC; INV RELATED; MERIDIAN, MS; FINET PRACTISE ;25% OWNERSHIP; START DATE: 10/10/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; | MAGNOLIA WEALTH ADVISORS, LLC ; INV RELATED; MERIDIAN,MS; FINET PRTC;25% OWNERSHIP; START DATE: 01/15/2026; 40 HRS PER MONTH; 40 HRS DURING TRADING; CHOCTAW AREA COUNCIL OF SCOUTING AMERICA; INV RELATED;MERIDIAN,MS; YOUTH LEADERSHIP DEVELOPMENT; INVESTMENT COMMITTEE MEMBER; START DATE: 02/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; SCOUTING AMERICA - MISSISSIPPI RIVERLANDS COUNCIL; INV RELATED;FLOWOOD,MS; YOUTH LEADERSHIP DEVELOPMENT; INVESTMENT COMMITTEE MEMBER; START DATE: 3/31/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; MAGNOLIA WEALTH ADVISORS LLC POSITION: Partner NATURE: Established to manage independent advisory practice. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/15/2026 ADDRESS: Meridian, MS 39301 DESCRIPTION: Administrative duties related to operating independent practice. FOURTH STREET DEVELPMENT LLC POSITION: Partner NATURE: Fourth Street Development was established to provide management of real estate and other essential assets pertinent to the operations of our advisory practice now known as 32 North Wealth. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/10/2025 ADDRESS: Meridian, MS 39301 DESCRIPTION: Make decisions regarding real estate and other expenses needed for 32 North Wealth. RAC3, LLC POSITION: Sole Member & Manager NATURE: Initially established for the management of independent financial advisory practice. RAC3, LLC currently has no assets or accounts. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/12/2026 ADDRESS: Meridian, MS 39305 DESCRIPTION: Make decisions related to management of RAC3, LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-03-27
• S63 Uniform Securities Agent State Law Examination
  1986-10-04

Designations

Other Names

• Robert Anthony Coffin
• Bob Coffin
• Robert Coffin