Caroline A Coplin

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-05-19
FL	RA	APPROVED	2026-05-18
TX	RA	APPROVED	2026-05-15

Branch Locations

4851 Tamiami Trail North Suite 200, Naples, FL 34103 • United States

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

Organization	City	State	From	To
Morgan Stanley Smith Barney	Naples	FL	11/2010	05/2026
Morgan Stanley Private Bank, N.A	New York	NY	01/2015	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	05/2026
Rockefeller Financial Llc	Naples	FL	05/2026	Present

11/2010 → 05/2026

Morgan Stanley Smith Barney

Naples, FL
01/2015 → Present

Morgan Stanley Private Bank, N.A

New York, NY
01/2015 → 05/2026

Morgan Stanley Private Bank, National Association

New York, NY
05/2026 → Present

Rockefeller Financial Llc

Naples, FL

2010-12-01 → 2026-05-20

Morgan Stanley

Naples, FL

Naples, FL

Boston, MA
2009-12-16 → 2010-11-26

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Naples, FL

1. RENTAL PROPERTY, OWNER; START DATE: 11/2015; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 1; NAPLES, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-12-07

Other Firms