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

COASTLINE COMPLETE WEALTH LLC

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

Aug 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S66

First exam

Sep 24, 2010

First registration

Sep 27, 2010

Dual registered

no

Other names

BRANDON M COX

IAPD individual key

5829183

• Occurred

  Nov 28, 2025
  Advisor changed firm

  Brandon Michael Cox left Commonwealth Financial Network for Coastline Complete Wealth Llc (registered 2025-12-01)

  Form ADVobserved 4 days ago
• Occurred

  Jun 12, 2023
  Advisor changed firm

  Brandon Michael Cox left Edward Jones for Commonwealth Financial Network (registered 2023-06-09)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cc37c9a1-741c-4375-e413-dc0be27354cc

First observed

Sep 27, 2010

Last observed

Sep 14, 2026 5 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.