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Sanford D. Coggins

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CRD#: 1824697
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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.

Sanford Danny Coggins was a registered financial professional .

Sanford is a previously registered financial professional and started their career in finance in 1988. Sanford had worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 18, 2011 - December 31, 2013

THE COGGINS COMPANY, INC.

RIA
CRD#: 136338
SAN JUAN CAPISTRANO, CA
Past

March 1, 2006 - May 10, 2010

GRAMERCY SECURITIES, INC.

BD
CRD#: 8177
SAN JUAN CAPISTRANO, CA
Past

November 10, 2005 - December 31, 2010

THE COGGINS COMPANY, INC.

RIA
CRD#: 136338
SAN JUAN CAPISTRANO, CA
Past

April 8, 2005 - February 15, 2006

OSAIC WEALTH, INC.

RIA
CRD#: 23131
SAN JUAN CAPISTANTO, CA
Past

August 13, 2004 - April 22, 2005

NWF ADVISORY SERVICES INC

RIA
CRD#: 110410
SAN JUAN CAPISTRANO, CA
Past

July 6, 2004 - February 15, 2006

OSAIC WEALTH, INC.

BD
CRD#: 23131
JERSEY CITY, NJ
Past

July 8, 1997 - July 8, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEWPORT BEACH, CA
Past

May 25, 1988 - July 8, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
IAR
Series 65
Date: 9/28/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


TC
THE COGGINS COMPANY, INC.
THE COGGINS COMPANY | THE COGGINS COMPANY, INC.

CRD#: 136338 / SEC#:

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Contact information


Main Address
San Juan Capistrano, CA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


THE COGGINS COMPANY, INC.

CRD#: 136338

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