This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

COASTAL BRIDGE ADVISORS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 23, 2005earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

6

Designations

Certified Financial Planner

Exams

S66

First exam

Dec 23, 2005

First registration

Jan 1, 2006

Dual registered

no

Other names

DANA ROSE MCPADDEN|Dana Ro McLaughlin|DANA ROSE MCLAUGHLIN

IAPD individual key

5050953

• Occurred

  Jan 28, 2025
  Advisor changed firm

  Dana Rose Mascalo left Trinitypoint Wealth, Llc for Coastal Bridge Advisors (registered 2025-01-24)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:247fc37f-8bb4-efd1-54e2-935090f1c59a

First observed

Jan 1, 2006

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.