WILLIAM PATRICK LOFTUS is an investment adviser representative (IAR) with state registration records since 1998, appearing at 3 firms. Currently registered with COASTAL BRIDGE ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| COASTAL BRIDGE ADVISORS, LLC | 2010-01-21 | present | Yes |
| LLBH GROUP PRIVATE WEALTH MANAGEMENT, LLC | 2008-10-22 | 2010-01-20 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1998-08-31 | 2008-10-21 | — |