Reuben Eugene Coopwood

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 04/2020
  J.P. Morgan Securities Llc
  New York, NY
• 07/2014 → 04/2020
  Jpmorgan Chase Bank Na
  New York, NY
• 04/2020 → Present
  First Horizon
  Nashville, TN
• 08/2025 → Present
  Lpl Financial Llc
  Nashville, TN

Previous Registrations

• 2022-03-07 → 2025-08-21
  First Horizon Advisors, Inc.
  Nashville, TN

Other Businesses

1- 08/21/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - Investment Related - At reported Business Location(s) - Start Date 07/23/2025 - 160 hours per month/ during trading 2- 08/21/2025 - First Horizon - Financial Institution Duty - Relationship Manager - Investment Related - At Reported Business Location(s) - Start Date 04/20/2020 - 160 hours per month/ 130 hours during trading 3- 08/21/2025 - Highland & Vine Capital, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Memphis, TN - Start Date 06/01/2020 - 2 hours per month/ 1 hour during trading

Exams

• S66 Uniform Combined State Law Examination
  2022-03-04
• S63 Uniform Securities Agent State Law Examination
  2014-10-09