Best Investors
Account
Sign in
Best Investors
Account
Sign in
54 Wilton Road 1St Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-09 |
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 |
|---|---|---|---|---|
| Ironhorse Capital Llc (148572) | Memphis | TN | 08/2009 | 06/2026 |
| Waddell & Associates, Llc | Memphis | TN | 04/2016 | 06/2026 |
| Waddell & Associates Management Partners, Llc | Memphis | TN | 04/2016 | 06/2026 |
| Coastal Bridge Advisors, Llc | Memphis | TN | 07/2026 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-03-28 |
Reach out to this advisor