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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 | Aug 11, 2017 | n/a | yes | WESTPORT, CT | Current employment |
| SNOWDEN CAPITAL ADVISORS LLC | Bd affiliated wealth | Jan 9, 2015 | Jun 15, 2017 | no | NEW YORK, NY | Previous registration |
| SNOWDEN CAPITAL ADVISORS LLC | Bd affiliated wealth | Dec 18, 2014 | Dec 31, 2014 | no | NEW YORK, NY|NEW YORK, NY | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 6, 2011 | Oct 24, 2014 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SNOWDEN CAPITAL ADVISORS LLC | COASTAL BRIDGE ADVISORS | Jun 15, 2017 | Aug 11, 2017 | 57 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | SNOWDEN CAPITAL ADVISORS LLC | Oct 24, 2014 | Dec 18, 2014 | 55 | Firm change | Other |