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

Nov 17, 2004earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S65|S63|S66

First exam

Nov 17, 2004

First registration

Apr 9, 2008

Dual registered

no

Other names

MIKE MAHONEY

IAPD individual key

1384945

• Occurred

  Jan 28, 2025
  Advisor changed firm

  Michael Francis Mahoney left Trinitypoint Wealth, Llc for Coastal Bridge Advisors (registered 2025-01-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c0aad4a5-8543-58b9-178e-e1baa7315b17

First observed

Apr 9, 2008

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.