Best Investors Account Sign in

Allison Louise Copsey

Titan

New York, NY

Claim This Profile
Current Employers
Titan

508 Laguardia Place, New York, NY 10012 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-16
NY RA APPROVED 2025-01-15
  • TX RA
    APPROVED
    Since 2025-10-16
  • NY RA
    APPROVED
    Since 2025-01-15

Branch Locations

508 Laguardia Place, New York, NY 10012 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 07/2021 01/2025
Bank Of America Charlotte NC 06/2020 08/2020
Raymond James Athens GA 01/2020 03/2020
University Of Georgia Athens GA 08/2017 05/2021
Greenville High School Greenville SC 08/2013 06/2017
Titan Global Capital Management Usa Llc New York NY 01/2025 09/2025
Titan Global Technologies Llc New York NY 01/2025 09/2025
Titan Global Capital Management, Inc. New York NY 01/2025 09/2025
Titan Global Capital Management Usa Llc New York NY 10/2025 Present
Titan Global Capital Management, Inc. New York NY 10/2025 Present
Titan Global Technologies Llc New York NY 10/2025 Present
  • 07/2021 → 01/2025
    Charlotte, NC
  • 06/2020 → 08/2020
    Bank Of America
    Charlotte, NC
  • 01/2020 → 03/2020
    Raymond James
    Athens, GA
  • 08/2017 → 05/2021
    University Of Georgia
    Athens, GA
  • 08/2013 → 06/2017
    Greenville High School
    Greenville, SC
  • 01/2025 → 09/2025
    Titan Global Capital Management Usa Llc
    New York, NY
  • 01/2025 → 09/2025
    Titan Global Technologies Llc
    New York, NY
  • 01/2025 → 09/2025
    Titan Global Capital Management, Inc.
    New York, NY
  • 10/2025 → Present
    Titan Global Capital Management Usa Llc
    New York, NY
  • 10/2025 → Present
    Titan Global Capital Management, Inc.
    New York, NY
  • 10/2025 → Present
    Titan Global Technologies Llc
    New York, NY
Previous Registrations
Other Businesses

Business Name: Titan Global Technologies LLC Investment-related: Yes Business address: 508 LaGuardia Pl, New York, NY 10012 Nature of business: SEC-registered broker-dealer, Member FINRA/SIPC. Position/title/relationship: Associate Wealth Advisor Start date: 01/15/2025 Hours/month: 16 Hours/month during securities trading hours: 16 Duties: Brokerage-related activities. Business Name: Titan Global Capital Management USA LLC Investment-related: Yes Business address: 508 LaGuardia Pl, New York, NY 10012 Nature of business: SEC-registered investment adviser. Position/title/relationship: Associate Wealth Advisor Start date: 01/15/2025 Hours/month: 144 Hours/month during securities trading hours: 144 Duties: Investment advisory activities. Business Name: Titan Global Capital Management, Inc. Investment-related: No Business address: 508 LaGuardia Pl, New York, NY 10012 Nature of business: Parent company providing technology platform for regulated subsidiaries. Position/title/relationship: Associate Wealth Advisor Start date: 01/15/2025 Hours/month: 0 Hours/month during securities trading hours: 0 Duties: None. Compensation by Titan Global Capital Management, Inc. is reimbursed by subsidiary regulated entities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-25
  • S66 Uniform Combined State Law Examination
    2024-10-25

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor