Benjamin Matthew Coppock

Current Employers

Employment History

• 01/2024 → 09/2024
  Equitable Advisors, Llc
  New York, NY
• 01/2022 → 12/2023
  Salem Center For Policy At University Of Texas-Austin
  Austin, TX
• 06/2021 → 12/2023
  University Of Texas-Austin
  Austin, TX
• 05/2017 → 06/2021
  Infineon Technologies
  Austin, TX
• 09/2015 → 05/2017
  Texas A&M Department Of Recreational Sports
  College Station, TX
• 08/2013 → 05/2017
  Texas A&M University
  College Station, TX
• 09/2024 → Present
  Cary Street Partners Llc
  San Antonio, TX
• 09/2024 → Present
  Cary Street Partners Investment Advisory Llc
  San Antonio, TX

Previous Registrations

• 2024-04-15 → 2024-09-03
  Equitable Advisors, Llc
  Austin, TX

Other Businesses

Other Business Name: Junior Achievement of Central Texas Address:PO Box 684571, Austin, TX 78768 Investment-Related?No Nature of the Other Business:Foundation/Charitable Institution Postion at Other Business:Volunteer Title at Other Business:Volunteer Relationship with Other BusinessNo Start Date of your Relationship:11/4/2024 Will be providing Investment Advice as part of Role?:No Will be involved in the handling of the entity's funds, securities, investments, or like?:No Approximate Hours/Month devoted to other business:6 Number of Hours devoted to other business during securities trading hours:3 Will you be compensated for the OBA?:No Description of duties related to other Business:Volunteering to teach general financial literacy concepts to Middle and High School kids in the Austin, TX area. After taking a training course administered by the organization, would be assigned a school district and timeslot where I would teach specific concepts once per week. To my understanding, they would assign the specific concepts and provide materials as needed, and I would not be representing Cary Street Partners or using our firm's materials in any way.

Exams

• S66 Uniform Combined State Law Examination
  2024-03-16