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54 Wilton Road 1St Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-19 |
| MS | RA | APPROVED | 2026-07-19 |
| NC | RA | APPROVED | 2026-07-19 |
| TN | RA | APPROVED | 2026-07-09 |
| TX | 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 |
|---|---|---|---|---|
| Waddell & Associates, 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-16 |
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