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

SOUTH COAST PLANNING & WEALTH MANAGEMENT

Current firm class

state registeredderived

Book size

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

Industry start

Oct 1, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Chartered Financial Analyst

First registration

Feb 2, 2021

Dual registered

no

IAPD individual key

7331744

• Occurred

  May 17, 2023
  Advisor changed firm

  Daniel Silva Pinheiro left Barry Investment Advisors, Llc for South Coast Planning & Wealth Management (registered 2023-08-04)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:536255cf-d90a-7c87-43a8-a758c0e2e1ff

First observed

Feb 2, 2021

Last observed

Sep 14, 2026 7 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.