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54 Wilton Road 1St Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-12-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Kellenberg Memorial High School | Uniondale | NY | 08/2016 | 05/2020 |
| Salve Regina University | Newport | RI | 08/2020 | 05/2024 |
| Coastal Bridge Advisors | Westport | CT | 11/2024 | Present |
| Silver Point Beach Club | Atlantic Beach | NY | 05/2016 | 09/2016 |
| Saloon Grille | Long Beach | NY | 08/2019 | 10/2024 |
| Rockaway Hun Club | Lawrence | NY | 05/2022 | 08/2022 |
| Ubs - Hilton Group | Newport | RI | 09/2023 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-01 |
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