Perry Jenkins Green

Current Employers

Coastal Bridge Advisors

54 Wilton Road 1St Floor, Westport, CT 06880 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-08-04
MS	RA	APPROVED	2026-07-19
TN	RA	APPROVED	2026-07-09
TX	RA	APPROVED	2026-07-09

FL RA
APPROVED

Since 2026-08-04
MS RA
APPROVED

Since 2026-07-19
TN RA
APPROVED

Since 2026-07-09
TX RA
APPROVED

Since 2026-07-09

Branch Locations

5188 Wheelis Drive, Memphis, TN 38117 • United States

54 Wilton Road 1St Floor, Westport, CT 06880 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Waddell & Associates, Llc	Memphis	TN	04/2016	06/2026
W&A Mgmt Svcs, Inc Wholly Owned Subsidiary Of W&A Mgmt Ptrs, Llc	Memphis	TN	04/2017	06/2026
Waddell And Associates Llc	Memphis	TN	04/2019	06/2026
Coastal Bridge Advisors, Llc	Memphis	TN	06/2026	Present

04/2016 → 06/2026

Waddell & Associates, Llc

Memphis, TN
04/2017 → 06/2026

W&A Mgmt Svcs, Inc Wholly Owned Subsidiary Of W&A Mgmt Ptrs, Llc

Memphis, TN
04/2019 → 06/2026

Waddell And Associates Llc

Memphis, TN
06/2026 → Present

Coastal Bridge Advisors, Llc

Memphis, TN

Previous Registrations

2016-05-25 → 2026-07-16

Waddell & Associates, Llc

Memphis, TN
2004-02-23 → 2016-05-25

Waddell & Associates Inc

Memphis, TN

Other Businesses

CBA MGMT CO., LLC ; INVESTMENT RELATED; 54 WILTON ROAD, 1ST FLR WESTPORT, CT 06880; MANAGEMENT COMPANY OF RIA; PARTNER; START DATE: 07/2026; APPROX 160 HRS/MO

Current Employers

Coastal Bridge Advisors

Disclosures

Employment History

Previous Registrations

Other Businesses

Designations

Other Firms

Other Investors

Other Offices

Reviews