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Alexa Verzosa Alcala

Coastal Bridge Advisors

Westport, CT

Memphis, TN

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Current Employers
Coastal Bridge Advisors

54 Wilton Road 1St Floor, Westport, CT 06880 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-07-09
  • TN RA
    APPROVED
    Since 2026-07-09

Branch Locations

54 Wilton Road 1St Floor, Westport, CT 06880 • United States

5188 Wheelis Drive, Memphis, TN 38117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Green Square Capital Advisors Llc Memphis TN 10/2021 09/2023
First Horizon Bank Memphis TN 01/2019 10/2021
Beale Street Blues Company Memphis TN 09/2011 01/2019
Waddell & Associates, Llc Memphis TN 09/2023 06/2026
Coastal Bridge Advisors, Llc Memphis TN 07/2026 Present
  • 10/2021 → 09/2023
    Green Square Capital Advisors Llc
    Memphis, TN
  • 01/2019 → 10/2021
    First Horizon Bank
    Memphis, TN
  • 09/2011 → 01/2019
    Beale Street Blues Company
    Memphis, TN
  • 09/2023 → 06/2026
    Waddell & Associates, Llc
    Memphis, TN
  • 07/2026 → Present
    Coastal Bridge Advisors, Llc
    Memphis, TN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-26
  • S65 Uniform Investment Adviser Law Examination
    2022-11-26

View on SEC IAPD

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