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EC

Erick P. Coan

FOUR POINTS CAPITAL PARTNERS LLC
New York, NY 10016
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CRD#: 2366454
EC

Professional summary


Erick Paul Coan is a registered financial professional currently at FOUR POINTS CAPITAL PARTNERS LLC located in New York, New York.

Erick is registered as a RR (Registered Representative) and started their career in finance in 1994. Erick has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BUSINESS NAME: EPC HOLDINGS, LLC ADDRESS: ADDRESS: 1730 N. CLARK ST., #105, CHICAGO, IL 60614 INVESTMENT-RELATED: NO NATURE OF BUSINESS: LEGAL ENTITY TO HOLD A COUPLE PIECES OF REAL ESTATE. POSITION/TITLE: MANAGING MEMBER - OFFICER START DATE: 7/29/09 MONTHLY HOURS: 30 MINUTES QUARTERLY (NO TIME DEVOTED DURING SECURITIES TRADING HOURS) DUTIES: OVERSEE THE PROPERTIES

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Erick Paul Coan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 14, 2025 - Present

FOUR POINTS CAPITAL PARTNERS LLC

Office #1: 99 Park Avenue Suite 810, New York, NY 10016
BD
CRD#: 43149
New York, NY
Past

January 5, 2006 - December 12, 2023

TCW INVESTMENT MANAGEMENT COMPANY LLC

RIA
CRD#: 106546
LOS ANGELES, CA
Past

June 8, 2004 - December 12, 2023

TCW FUNDS DISTRIBUTORS LLC

BD
CRD#: 16670
Chicago, IL
Past

May 7, 2002 - August 25, 2003

JANUS HENDERSON DISTRIBUTORS US LLC

BD
CRD#: 28832
DENVER, CO
Past

July 23, 2001 - April 17, 2002

CALAMOS FINANCIAL SERVICES LLC

BD
CRD#: 19850
NAPERVILLE, IL
Past

April 4, 2000 - July 12, 2001

LYNCH, JONES & RYAN LLC

BD
CRD#: 3198
NEW YORK, NY
Past

April 10, 1997 - March 28, 2000

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX
Past

February 1, 1995 - December 16, 1996

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
CHICAGO, IL
Past

January 3, 1994 - February 1, 1995

KEMPER FINANCIAL SERVICES, INC.

BD
CRD#: 798

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/30/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FP
FOUR POINTS CAPITAL PARTNERS LLC
AURORA FINANCIAL SERVICES, L.L.C. | HAYDEN & ASSOCIATES | FOUR POINTS CAPITAL PARTNERS LLC

CRD#: 43149 / SEC#: , 8-50162

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
55a E. Ridgewood Avenue Suite 12, Ridgewood, NJ 07450
Mailing Address
55a E. Ridgewood Avenue Suite 12, Ridgewood, NJ 07450
Phone number
(212) 257-5240
Established
Texas since 07/23/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
5M HOLDINGS LLCMANAGING MEMBER
GRAY, JOHN CLARKECHIEF FINANCIAL OPERATIONS OFFICER / CFO1367440
MARTINO, MICHAEL CHRISTOPHERCHIEF EXECUTIVE OFFICER2579146
MURPHY, GENE RYANCHIEF OPERATIONS OFFICER4739772
TOOKE, JEFFREY ACHIEF COMPLIANCE OFFICER, AMLCO5621579

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FOUR POINTS CAPITAL PARTNERS LLC

CRD#: 43149New York, NY 10016

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