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Rachel Kathryn Coia

Captrust

Rochester, NY

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-30
  • NY RA
    APPROVED
    Since 2025-10-30

Branch Locations

500 Linden Oaks Suite 210, Rochester, NY 14625 • 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
Lpl Financial, Llc Buffalo NY 01/2021 09/2024
Wegmans Buffalo NY 10/2011 04/2017
Jensen Marks Langer & Vance Llc Buffalo NY 01/2021 09/2024
Offer Advantage, Llc Buffalo NY 06/2016 12/2020
Maurices Buffalo NY 03/2016 02/2017
Joe Basil Chevrolet Buffalo NY 11/2019 03/2020
Cobblestone Capital Advisors, Llc Rochester NY 10/2024 09/2025
Capfinancial Partners, Llc. (Captrust) Raleigh NC 09/2025 Present
  • 01/2021 → 09/2024
    Lpl Financial, Llc
    Buffalo, NY
  • 10/2011 → 04/2017
    Wegmans
    Buffalo, NY
  • 01/2021 → 09/2024
    Jensen Marks Langer & Vance Llc
    Buffalo, NY
  • 06/2016 → 12/2020
    Offer Advantage, Llc
    Buffalo, NY
  • 03/2016 → 02/2017
    Maurices
    Buffalo, NY
  • 11/2019 → 03/2020
    Joe Basil Chevrolet
    Buffalo, NY
  • 10/2024 → 09/2025
    Cobblestone Capital Advisors, Llc
    Rochester, NY
  • 09/2025 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
  • 2025-01-03 → 2025-12-31
    Cobblestone Capital Advisors, Llc
    Rochester, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-03
S66 Uniform Combined State Law Examination 2021-09-13
  • S65 Uniform Investment Adviser Law Examination
    2025-01-03
  • S66 Uniform Combined State Law Examination
    2021-09-13
Designations
Other Names
  • Rachel Coia Kathryn

View on SEC IAPD

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HEATHER LYNN LUCAS
CHAD ROBERT JACOB
JASON ANTHONY MILNER

Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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