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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-05-20 |
| KY | RA | APPROVED | 2012-12-20 |
Branch Locations
7310 Turfway Road Suite 550, Florence, KY 41042 • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Erlander | KY | 12/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Erlanger | KY | 12/2012 | Present |
| Coppage Wealth Management, Llc | Florence | KY | 08/2013 | Present |
1) Coppage Wealth Management LLC Address: Florence, KY Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related: No Start Date: 08/30/2013 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Owner of support company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-05 |
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