Megan Fogle Kopka

Wilmington, NC • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2018-03-21

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Raymond James Financial Services Advisors Inc.	Carolina Beach	NC	07/2016	01/2018
Kopka Financial, Llc	Wilmington	NC	01/2018	Present
Ferrer Advisory Services Inc.	Carolina Beach	NC	07/2016	01/2018
Apprise Wealth Management	Wilmington	NC	02/2024	Present

07/2016 → 01/2018

Raymond James Financial Services Advisors Inc.

Carolina Beach, NC
01/2018 → Present

Kopka Financial, Llc

Wilmington, NC
07/2016 → 01/2018

Ferrer Advisory Services Inc.

Carolina Beach, NC
02/2024 → Present

Apprise Wealth Management

Wilmington, NC

2024-02-29 → 2025-01-02

Apprise Wealth Management Llc

Phoenix, MD

Wilmington, NC
2016-07-25 → 2018-01-02

Raymond James Financial Services Advisors, Inc

Carolina Beach, NC
2015-12-15 → 2016-05-31

Commonwealth Financial Network

Wilmington, NC
2012-01-04 → 2015-11-17

Commonwealth Financial Network

Wilmington, NC
2008-10-14 → 2011-10-07

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wilmington, NC
2007-10-11 → 2008-09-10

Equitable Advisors, Llc

Wilmington, NC

PUBLIC SPEAKER ON FINANCIAL PLANNING

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-09-06