Every new Florida business filing, every dayNew Financial Services Businesses in Saint Augustine, FL
5 financial services businesses recently registered in Saint Augustine, Florida.
Updated November 12, 2026 · Most recent business filing Oct 8, 2026

Every new Florida filing, every day
See how it worksAbout Financial Services Businesses in Saint Augustine
This page lists new financial services businesses registered in Saint Augustine, Florida. We currently track 5, sourced directly from the Florida Division of Corporations and refreshed daily as new financial services companies file.
Recent additions include Collie Advisory Partners, Refi, and Level Up Finance. The most recent financial services business filing was on Oct 8, 2026.
Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial services businesses in Saint Augustine, this is one of the freshest prospect lists in the market.
All Filings
Collie Advisory Partners
Jun 24, 2026This financial advisory firm offers tax, accounting, and financial planning services, based in St. Augustine, Florida. Led by James E. Collie, the firm focuses on personalized client support and financial growth, as indicated by the website's service descriptions and local address at 701 Market St.
Refi
Apr 3, 2025This appears to be a shell or holding LLC potentially for mortgage refinancing activities, based on the name, but lacks clear operational details or matches with local business listings.
Level Up Finance
Apr 1, 2025This appears to be a financial services or holding entity based on the LLC name, but lacks clear operational details or matches to local businesses.
First Coast Family Bookkeeping
Oct 8, 2026First Coast Family Bookkeeping is a bookkeeping practice serving small businesses, offering monthly bookkeeping plus bank and credit card reconciliation. It reads as a small, owner-run shop rather than a franchise or national brand.
GammaRips
Jan 20, 2026GammaRips is a financial services business that provides daily options trade signals to subscribers. It offers a free tier with daily signal previews and a paid subscription for full access. The service is delivered via phone notifications at 9 AM ET, focusing on overnight options trades.
Pinnacle Payments Group
Jan 13, 2026Provides merchant services and payment processing solutions for businesses across the Southeast.
Palm Valley Wealth Management
Jan 3, 2023Palm Valley Wealth Management is a financial planning and wealth management firm founded by Hunter Kelly, CFP, based in Ponte Vedra, FL. The website offers personalized financial planning, retirement, and investment services. Contact info and manager name match the LLC filing.
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