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Advisor at COAST WEALTH MANAGEMENT GROUP, LLC
MYRTLE BEACH, 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 |
|---|---|---|---|---|---|---|
| COAST WEALTH MANAGEMENT GROUP, LLC | State registered | Apr 9, 2025 | n/a | yes | MYRTLE BEACH, SC | Current employment |
| INTEGRITY ALLIANCE, LLC | Bd affiliated wealth | Jan 21, 2025 | Apr 8, 2025 | no | URBANDALE, IA|Myrtle Beach, SC | Previous registration |
| SUCCESS WEALTH MANAGEMENT LLC | Independent wealth | Feb 7, 2024 | Jan 16, 2025 | no | WEXFORD, PA|MYRTLE BEACH, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTEGRITY ALLIANCE, LLC | COAST WEALTH MANAGEMENT GROUP, LLC | Apr 8, 2025 | Apr 9, 2025 | 1 | Firm change | Ibd to state RIA |
| SUCCESS WEALTH MANAGEMENT LLC | INTEGRITY ALLIANCE, LLC | Jan 16, 2025 | Jan 21, 2025 | 5 | Firm change | RIA to ibd |