Heather Mary Coyle

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-03-05
CO	RA	APPROVED	2025-01-01
TX	RA	APPROVED_RES	2021-10-14

FL RA
APPROVED

Since 2026-03-05
CO RA
APPROVED

Since 2025-01-01
TX RA
APPROVED_RES

Since 2021-10-14

Branch Locations

Spring Hill, FL • United States

4100 E Mississippi Ave Ste 800, Denver, CO 80246 • United States

Denver, CO • 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

Organization	City	State	From	To
Transamerica Financial Advisors, Inc	Northglenn	CO	02/2018	10/2018
World Financial Group, Inc.	Northglenn	CO	01/2018	10/2018
Transamerica Capital Inc	Denver	CO	07/2016	12/2017
Lpl Financial Llc	Denver	CO	10/2018	Present

02/2018 → 10/2018

Transamerica Financial Advisors, Inc

Northglenn, CO
01/2018 → 10/2018

World Financial Group, Inc.

Northglenn, CO
07/2016 → 12/2017

Transamerica Capital Inc

Denver, CO
10/2018 → Present

Lpl Financial Llc

Denver, CO

Other Businesses

1. 11/2/2018 - Elevate Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/31/2018 - 40 Hours Per Month During Securities Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-04-04
S63	Uniform Securities Agent State Law Examination	2012-06-14

S66 Uniform Combined State Law Examination

2019-04-04
S63 Uniform Securities Agent State Law Examination

2012-06-14

Designations

Other Names

Heather Coyle

View on SEC IAPD