Sean Matthew Coplen

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-05-08

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Ennis High School	Ennis	TX	01/2011	05/2017
University Of Texas At Tyler	Tyler	TX	05/2018	05/2019
Doordash	Ennis	TX	05/2019	07/2021
Shopify Self Employed	Ennis	TX	08/2020	07/2021
Fidelity Investments	Westlake	TX	07/2021	09/2022
University Of Texas At Tyler	Tyler	TX	08/2017	05/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Dallas	TX	10/2022	04/2024
Bank Of America N.A.	Dallas	TX	11/2022	04/2024
Pnc Investments Llc	Richardson	TX	05/2024	Present

01/2011 → 05/2017

Ennis High School

Ennis, TX
05/2018 → 05/2019

University Of Texas At Tyler

Tyler, TX
05/2019 → 07/2021

Doordash

Ennis, TX
08/2020 → 07/2021

Shopify Self Employed

Ennis, TX
07/2021 → 09/2022

Fidelity Investments

Westlake, TX
08/2017 → 05/2021

University Of Texas At Tyler

Tyler, TX
10/2022 → 04/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX
11/2022 → 04/2024

Bank Of America N.A.

Dallas, TX
05/2024 → Present

Pnc Investments Llc

Richardson, TX

2022-11-10 → 2024-05-01

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX
2022-01-10 → 2022-09-01

Fidelity Personal And Workplace Advisors

Westlake, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-12-23