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54 Wilton Road 1St Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-05 |
| CT | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eighth Street Consulting | Branford | CT | 01/2013 | 01/2019 |
| Connecticut Republicans | Hartford | CT | 06/2015 | 01/2021 |
| Trinitypoint Wealth | Milford | CT | 04/2021 | 01/2025 |
| Coastal Bridge Advisors, Llc | Westport | CT | 01/2025 | Present |
1. EIGHT STREET CONSULTING GROUP, P.O. BOX 196, BRANFORD CT 06406; A FUNDRAISING AND POLITICAL CONSULTANT THAT IS NOT INVESTMENT-RELATED; GENERAL PARTNER ASSISTING IN MACRO STRATEGIES; START DATE OF 5/5/2011; 5 HOURS PER MONTH DEVOTED TO IT WITH NO HOURS DEVOTED DURING TRADING HOURS. 2. CBA MANAGEMENT CO., LLC.; PARTNER - WEALTH ADVISOR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-18 |
| S66 | Uniform Combined State Law Examination | 2007-10-16 |
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