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Advisor at COASTLINE COMPLETE WEALTH LLC
BLUFFTON, SC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| COASTLINE COMPLETE WEALTH LLC | Independent wealth | Dec 1, 2025 | n/a | yes | BLUFFTON, SC | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Dec 16, 2024 | Nov 28, 2025 | no | Beaufort, SC | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jun 23, 2022 | Dec 23, 2024 | no | SAVANNAH, GA|Savannah, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | COASTLINE COMPLETE WEALTH LLC | Nov 28, 2025 | Dec 1, 2025 | 3 | Firm change | Ibd to new firm |
| WELLS FARGO ADVISORS | COMMONWEALTH FINANCIAL NETWORK | Dec 23, 2024 | Dec 16, 2024 | -7 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8032:338227:SC:2025-11-28 | Nov 28, 2025 | Dec 1, 2025 | BEAUFORT, SC | Firm change |