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54 Wilton Road 1St Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-20 |
| MS | RA | APPROVED | 2026-07-19 |
Branch Locations
5188 Wheelis Drive, Memphis, TN 38117 • United States
54 Wilton Road 1St Floor, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Wealth Management | Memphis | TN | 06/2021 | 07/2023 |
| Deloitte Tax, Llp | Memphis | TN | 01/2015 | 06/2021 |
| Waddell & Associates, Llc | Memphis | TN | 07/2023 | 06/2026 |
| Coastal Bridge Advisors, Llc | Memphis | TN | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-05 |
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