Terry Ross Coapstick

Current Employers

Employment History

• 06/2004 → Present
  Coapstick & Associates, Inc
  Merritt Island, FL
• 01/2006 → 06/2017
  Ccf Investments, Inc.
  Greensboro, GA
• 10/2011 → 06/2017
  Capital Choice Investment Advisers, Inc.
  Greensboro, GA
• 05/2003 → 08/2019
  Capital Choice Financial Services
  Greensboro, GA
• 06/2017 → 08/2019
  Ameritas Investment Corp
  Lincoln, NE
• 08/2019 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2017-06-16 → 2019-08-08
  Ameritas Investment Company, Llc
  Merritt Island, FL
  Lincoln, NE
  Merritt Island, FL
  Lakeland, FL
  Greensboro, GA
  Palm Bay, FL
• 2013-01-18 → 2017-06-27
  Capital Choice Investment Advisers, Inc.
  Greensboro, GA
  Merritt Island, FL

Other Businesses

INDEPENDENT INSURANCE AGENT; SAME AS BRANCH; INV RELATED; DIRECT SALES OF LIFE INSURANCE, ANNUITIES, LTC, DISABILITY INSURANCE; AGENT; START DATE=5/2003; HRS/MO=20; TRADING HRS/MO=0; DIRECT SALES OF INSURANCE PRODUCTS, TRAIN NEW ASSOCIATES *COAPSTICK & ASSOCIATES, INC; SAME AS BRANCH; DBA STRICTLY FOR TAX PURPOSES; PRESIDENT; START DATE= 6/2004; HRS/MO=0; TRADING HRS/MO=0; DBA ONLY USED FOR TAX FILING PURPOSES EPICPRO FINANCIAL MANAGEMENT, LLC POSITION: general partner NATURE: Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2020 ADDRESS: 100 PARNELL ST STE G, MERRITT ISLAND FL 32953-4827, United States DESCRIPTION: Personal life and annuity salesand1/3rdowner of the insurance brokerage company,with limited management duties HERITAGE LIVING TRUSTS POSITION: referral rep NATURE: Heritage Living Trusts is a Trust Preparation Company INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2021 ADDRESS: 4113 Scotts Valley Dr, Scotts Valley CA 95066, United States DESCRIPTION: I recommend to my clients to look into Heritage Living Trusts as an option if they are in the market for a Trust COAPSTICK FINANCIAL, Is Investment Related, DBA, Financial Professional, 08/02/2019,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-10-26
• S63 Uniform Securities Agent State Law Examination
  1990-05-07