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Reading the graph
Advisor at COASTAL BRIDGE ADVISORS
WESTPORT, CT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| COASTAL BRIDGE ADVISORS | Independent wealth | Jan 20, 2010 | n/a | yes | WESTPORT, CT | Current employment |
| LLBH GROUP PRIVATE WEALTH MANAGEMENT, LLC | n/a | Oct 21, 2008 | Jan 20, 2010 | no | WESTPORT, CT | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 16, 1998 | Oct 21, 2008 | no | WESTPORT, CT|FAIRFIELD, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LLBH GROUP PRIVATE WEALTH MANAGEMENT, LLC | COASTAL BRIDGE ADVISORS | Jan 20, 2010 | Jan 20, 2010 | 0 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | LLBH GROUP PRIVATE WEALTH MANAGEMENT, LLC | Oct 21, 2008 | Oct 21, 2008 | 0 | Firm change | Other |