Matthew Daniel McCoy is an investment adviser representative (IAR) with state registration records since 2021, appearing at 4 firms. Currently registered with SOUTHBOUND WEALTH LLC, NEWRETIREMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| NEWRETIREMENT ADVISORS, LLC | 2025-11-10 | present | Yes |
| SOUTHBOUND WEALTH LLC | 2024-12-11 | present | Yes |
| FACET WEALTH, INC | 2021-10-08 | 2024-12-10 | — |
| INDEPENDENT ADVISOR ALLIANCE, LLC | 2021-01-20 | 2021-09-13 | — |