RIA Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
L•••• L••••• A•••••••
- Business email
- laura@coquinaprivatewealth.comreportedcoquinaprivatewealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- C•••••• P•••••• W••••• A••••••• independent RIA currentsince Mar 17, 2025 · Port Charlotte, Fl
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJan 2, 2009 to Mar 31, 2025 · Port Charlotte, Fl
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedFeb 2, 2004 to Oct 10, 2009 · Port Charlotte, Fl
- R•••••• J•••• • A••••••••• I••• national BDSep 30, 1997 to Jan 5, 2004 · Port Charlotte, Fl
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to C•••••• P•••••• W••••• A•••••••left Mar 31, 2025, registered Mar 17, 2025 (-14 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- R•••••• J•••• F•••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Oct 10, 2009, registered Jan 2, 2009 (-281 days) · corporate re-registration, not a move
- R•••••• J•••• • A••••••••• I••• to R•••••• J•••• F•••••••• S•••••••• I•••left Jan 5, 2004, registered Feb 2, 2004 (28 days) · Other
- L•••• L••••• A••••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C•••••• P•••••• W••••• A••••••• (registered 2025-03-17)Mar 31, 2025 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address