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Phillip W Mccoy

Ameriprise Financial Services, LLC

Martinsburg, WV

Bunker Hill, WV

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-05
WV RA APPROVED 2012-09-13
  • TX RA
    APPROVED_RES
    Since 2022-01-05
  • WV RA
    APPROVED
    Since 2012-09-13

Branch Locations

1270 Winchester Ave, Martinsburg, WV 25405 • United States

Bunker Hill, WV • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Martinsburg WV 08/2012 03/2020
Ameriprise Financial Services, Llc Martinsburg WV 03/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-07
S63 Uniform Securities Agent State Law Examination 2011-09-20
  • S66 Uniform Combined State Law Examination
    2012-01-07
  • S63 Uniform Securities Agent State Law Examination
    2011-09-20
Other Names
  • Phil Wayne Mccoy
  • Phillip Wayne Mccoy

View on SEC IAPD

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