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54 Wilton Road 1St Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-22 |
| FL | RA | APPROVED | 2025-11-10 |
| MA | RA | APPROVED | 2025-09-30 |
| NC | RA | APPROVED | 2025-08-28 |
| RI | RA | APPROVED | 2025-08-25 |
| NH | RA | APPROVED | 2025-08-22 |
| NY | RA | APPROVED | 2025-08-22 |
| CT | RA | APPROVED | 2025-01-27 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 01/2012 | 07/2023 |
| Beirne Wealth Consulting Services, Llc | Shelton | CT | 02/2013 | 05/2018 |
| Trintypoint Wealth, Llc | Milford | CT | 05/2018 | 01/2025 |
| Coastal Bridge Advisors | Westport | CT | 01/2025 | Present |
CBA MGMT CO., LLC ; INVESTMENT RELATED; 54 WILTON ROAD, 1ST FLR WESTPORT, CT 06880; MANAGEMENT COMPANY OF RIA; PARTNER; START DATE: 01/2025; APPROX 160 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-17 |
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