STEVEN MICHAEL COPLIN is an investment adviser representative (IAR) with state registration records since 1999, appearing at 5 firms. Currently registered with ROCKEFELLER FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | 2026-05-15 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2010-12-13 | 2026-05-20 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2009-10-23 | 2010-11-26 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2004-03-03 | 2009-10-23 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 1999-10-01 | 2004-02-25 | — |