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.

Current firm

COASTAL WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 15, 2003earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S63|S66

First exam

Oct 15, 2003

First registration

Oct 1, 2018

Dual registered

no

Other names

LAURA ALINE HUBBARD|LAURA H HUBBARD|LAURA H CASEY

IAPD individual key

2684465

• Occurred

  Sep 19, 2023
  Advisor changed firm

  Laura Casey left Capitol Securities Management, Inc. for Coastal Wealth Management (registered 2023-09-01)

  Form ADVobserved 5 days ago
• Occurred

  Sep 1, 2022
  Advisor changed firm

  Laura Casey left Morgan Stanley for Capitol Securities Management, Inc. (registered 2022-08-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2f80eb23-48df-dd22-b33f-13c4d56621e2

First observed

Oct 1, 2018

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.