Nicholas Reid Kopff

Current Employers

Employment History

• 05/2020 → 11/2020
  Olivetree Financial, Llc
  New York, NY
• 09/2016 → 05/2020
  University Of Michigan
  Ann Arbor, MI
• 06/2019 → 08/2019
  Olivetree Financial, Llc
  New York, NY
• 06/2018 → 08/2018
  Ridgewood Country Club
  Ridgewood, NJ
• 06/2017 → 08/2017
  Camp Towanda
  Honesdale, PA
• 02/2021 → 09/2023
  Wealthone Llc
  Albany, NY
• 02/2021 → Present
  Lpl Financial, Llc
  Albany, NY
• 09/2023 → Present
  Mpwm Advisory Solutions
  Latham, NY

Previous Registrations

• 2023-09-25 → 2024-06-03
  Mpwm Advisory Solutions Llc
  Albany, NY
• 2021-02-18 → 2023-10-02
  Wealthone, Llc
  Albany, NY

Other Businesses

1. 10/17/2023: MPWM Advisory Solutions, LLC; At reported business location(s); Registered Investment Advisor Hybrid; Inv. related ; start date 10/2/2023; 120hrs/mo.; 5hrs during trading; I provide investment advisory services through MPWM Advisory Solutions, LLC, an independent investment advisor firm. I started this business activity in 10/2023. I expect to spend approximately 120hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 01/17/2024 - Associates of Clifton Park - Non-Variable Insurance - Life Broker - Investment Related - At Reported Business Location(s) - Start Date 11/01/2023 - 20 Hours per Month/ 1 Hour During Trading 3. 06/21/2024 - Empire Financial Advisors - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/1/2024 - 0 Hr/Mo. 4) 02/28/2025 - VERANT WEALTH - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/03/2025 - 160 Hrs/Mth - 160 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-18
• S63 Uniform Securities Agent State Law Examination
  2020-10-08

Other Names

• Nick Kopff