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301 Yamato Road Suite 3151, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-24 |
Branch Locations
301 Yamato Road Suite 3151, Boca Raton, FL 33431 • United States
Bellevue, KY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds | Indianapolis | IN | 01/2014 | 12/2017 |
| American Funds | Carmel | IN | 12/2017 | 02/2019 |
| American Funds | Carmel | IN | 02/2019 | 08/2024 |
| Greenline Wealth Management Llc | Boca Raton | FL | 09/2024 | Present |
| Patrick Mccoy Llc | Bellevue | KY | 08/2022 | Present |
| Capital Client Group, Inc. | Carmel | IN | 12/2014 | 08/2024 |
| Capital Client Group, Inc. | Carmel | IN | 02/2014 | 08/2024 |
| Greenline Insurance Llc | Boca Raton | FL | 12/2024 | Present |
GREENLINE INSURANCE LLC; INV RELATED; BOCA RATON, FL; INSURANCE SALES AND SERVICES; INSURANCE AGENT; 12/2024; 3 HRS PER MONTH; 3 DURING SEC TRDG. PATRICK MCCOY LLC POSITION: owner NATURE: I would be a licensed drone operator to scan roofs for companies with storm damage. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2022 ADDRESS: 940 Miller Ave, Lawrenceburg IN 47025, United States DESCRIPTION: Using a drone to scan roofs for a roofing business on weekends.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-14 |
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