Adam Christopher Copp

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2023-09-14
TX	RA	APPROVED	2023-09-14

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Lincoln	RI	09/2022	08/2023
Bank Of America	Willimantic	CT	09/2019	09/2022
Sculpture Hospitality	Middletown	RI	02/2013	09/2019
Bank Of America N.A.	Lincoln	RI	12/2022	08/2023
J.P. Morgan Securities Llc	Smyrna	TN	08/2023	Present
Jpmorgan Chase Bank (La)	Smyrna	TN	08/2023	Present

09/2022 → 08/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lincoln, RI
09/2019 → 09/2022

Bank Of America

Willimantic, CT
02/2013 → 09/2019

Sculpture Hospitality

Middletown, RI
12/2022 → 08/2023

Bank Of America N.A.

Lincoln, RI
08/2023 → Present

J.P. Morgan Securities Llc

Smyrna, TN
08/2023 → Present

Jpmorgan Chase Bank (La)

Smyrna, TN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-27