# MARK DAVID COFFEY

MARK DAVID COFFEY is an investment adviser representative (IAR) with state registration records since 2001, appearing at 7 firms. Currently registered with HICKORY FINANCIAL GROUP, LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [HICKORY FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/306201) | 2020-09-30 | present | Yes |
| [HICKORY FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/306201) | 2019-12-14 | 2020-09-01 | — |
| [AVENIR PRIVATE ADVISORS, LLC](https://search.stillhousedata.com/firm/298064) | 2018-11-06 | 2020-01-17 | — |
| [CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/131631) | 2012-11-19 | 2018-11-06 | — |
| [CAPITOL SECURITIES MANAGEMENT, INC.](https://search.stillhousedata.com/firm/14169) | 2007-03-30 | 2012-11-19 | — |
| [ANDERSON & STRUDWICK, INCORPORATED](https://search.stillhousedata.com/firm/48) | 2005-04-04 | 2007-03-27 | — |
| [A&S CAPITAL ADVISORS, INC.](https://search.stillhousedata.com/firm/108827) | 2004-06-18 | 2005-04-04 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2001-12-31 | 2004-02-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2400035)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2400035.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.