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Olusegun B. Matthews

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CRD#: 1259110
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Olusegun Bamidele Matthews, who also goes by O B Matthews, was a registered financial professional .

Olusegun is a previously registered financial professional and started their career in finance in 1984. Olusegun had worked at 10 firms and has passed the Series 63, Series 3, Series 15 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


O B Matthews

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 1, 2002 - February 6, 2012

COASTAL SECURITIES, INC.

BD
CRD#: 27834
HOUSTON, TX
Past

October 3, 2000 - May 10, 2002

WELLS FARGO BROKERAGE SERVICES, L.L.C.

BD
CRD#: 16100
MINNEAPOLIS, MN
Past

July 21, 2000 - September 20, 2000

AMHERST SECURITIES GROUP, L.P.

BD
CRD#: 31141
AUSTIN, TX
Past

July 7, 2000 - July 20, 2000

SANDERS MORRIS LLC

BD
CRD#: 20580
HOUSTON, TX
Past

November 1, 1999 - July 6, 2000

SPIRES FINANCIAL, L.P.

BD
CRD#: 38209
HOUSTON, TX
Past

September 16, 1996 - October 29, 1999

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

November 8, 1994 - September 20, 1996

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

June 7, 1988 - November 4, 1994

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

July 18, 1984 - June 18, 1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

May 30, 1984 - June 6, 1984

F.A. SCHULTZ & COMPANY INC.

BD
CRD#: 14437

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/24/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 15
Date: 10/20/1988
Foreign Currency Options Examination
General Industry/Product Exam

Current Firm


CS
COASTAL SECURITIES, INC.
COASTAL SECURITIES CORPORATION | MASTER HOLDINGS, INC. | COASTAL SECURITIES, INC. | COASTAL SECURITIES LTD. | COASTAL SECURITIES L.P.

CRD#: 27834 / SEC#: , 8-43227

BD
Terminated by SEC on 08/25/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 12/29/2006
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
COASTAL FINANCIAL HOLDINGS, INC.HOLDING COMPANY
CIOCCIA, JOHN DIEGOOPERATIONS MANAGER1663440
FOLK, BRIAN MCGEEPRESIDENT/CFO5314485
KOMAR, DERYLE ANNBOARD MEMBER800219
MELTON, JOHN CHRISTOPHER SRCHIEF COMPLIANCE OFFICER, BOARD1437290
SMITH, THOMAS JAMESEXECUTIVE VICE PRESIDENT2112158

Disclosures


Regulatory Event5

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


COASTAL SECURITIES, INC.

CRD#: 27834

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