CAROLINE A COPLIN is an investment adviser representative (IAR) with state registration records since 2009, appearing at 3 firms. Currently registered with ROCKEFELLER FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | 2026-05-15 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2010-12-01 | 2026-05-20 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2009-12-16 | 2010-11-26 | — |