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ROBERT JOHN COADY
BOB COADY
CRD#: 2169394
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Investment Adviser
WEALTHMARK ADVISORY GROUP, LLCCRD#: 166494 SAN CLEMENTE, CA
Registration History
1995200020052010201520202025IAWEALTHMARK ADVISORY GROUP, LLC (CRD# 166494)2013 - Present (12 years)IAWALNUT STREET SECURITIES, INC. (CRD# 15840)2006 - 2013 (7 years)IAWALNUT STREET ADVISERS INC (CRD# 109903)1993 - 2006 (13 years)
License(s)

State Registrations

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California 2/20/2013

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Texas 11/30/2023

Current Registration(s)
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WEALTHMARK ADVISORY GROUP, LLC (CRD#:166494)
SAN CLEMENTE, CA
Registered with this firm since 2/20/2013

Previous Registration(s)
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02/10/2006 - 03/20/2013 WALNUT STREET SECURITIES, INC. (CRD#:15840) SAN CLEMENTE, CA
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03/22/1993 - 11/02/2006 WALNUT STREET ADVISERS INC (CRD#:109903) IRVINE, CA
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Disclosures
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