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

Sep 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Nov 26, 2022

First registration

Nov 28, 2022

Dual registered

no

IAPD individual key

7581786

• Occurred

  Jul 16, 2026
  Advisor changed firm

  Alexa Verzosa Alcala left Waddell & Associates, Llc for Coastal Bridge Advisors (registered 2026-07-09)

  Form ADVobserved 6 days ago
• Occurred

  Nov 2, 2023
  Advisor changed firm

  Alexa Verzosa Alcala left Steel Grove Capital Advisors, Llc for Waddell & Associates, Llc (registered 2023-12-04)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d6508073-9801-aa07-bcc8-08f32f30a568

First observed

Nov 28, 2022

Last observed

Sep 15, 2026 6 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.