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54 Wilton Road 1St Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-07-20 |
| MS | RA | APPROVED | 2026-07-20 |
| TX | RA | APPROVED_RES | 2026-07-20 |
| TN | RA | APPROVED | 2026-07-09 |
Branch Locations
3 Maryland Farms Suite 190, Brentwood, TN 37027 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Nashville | TN | 11/2015 | 03/2024 |
| Waddell & Associates | Brentwood | TN | 02/2024 | 06/2026 |
| Coastal Bridge Advisors, Llc | Memphis | TN | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-06 |
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