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54 Wilton Road 1St Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-18 |
| SC | RA | APPROVED | 2025-08-25 |
| NC | RA | APPROVED | 2025-01-24 |
Branch Locations
9920 Couloak Drive Suite 110, Charlotte, NC 28216 • 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 |
|---|---|---|---|---|
| Penland Legacy Advisors | Charlotte | NC | 01/2007 | 11/2017 |
| Penland Legacy Advisors Llc | Charlotte | NC | 11/2017 | 10/2019 |
| Trinitypoint Wealth, Llc | Charlotte | NC | 10/2019 | 01/2025 |
| Coastal Bridge Advisors | Westport | CT | 01/2025 | Present |
CBA Management Co., LLC; Partner - Senior Wealth Advisor WINTHROP UNIVERSITY FOUNDATION; NON INVESTMENT-RELATED; 2020 ALUMNI DRIVE, STEWART HOUSE, ROCK HILL, SC 29733; MEMBER OF BOARD OF DIRECTORS; SINCE 8/17/2024; 3-4 HRS/MONTH, 0 HRS/MONTH DURING TRADING HOURS; HELP MANAGE ASSETS AND PROVIDE VOLUNTEER LEADERSHIP THROUGH COMMUNITY OUTREACH, UNIVERITY ENGAGEMENT, AND BOARD GOVERNANCE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-20 |
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