Patrick A. Mccoy
Professional summary
Patrick Alan Mccoy, who also goes by Patrick A Mccoy, is a registered financial advisor currently at GREENLINE WEALTH MANAGEMENT located in Bellevue, Kentucky.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Patrick has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Alan Mccoy's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 23, 2024 - Present
GREENLINE WEALTH MANAGEMENT
December 19, 2014 - August 14, 2024
CAPITAL CLIENT GROUP, INC.
February 25, 2014 - August 14, 2024
CAPITAL CLIENT GROUP, INC.
April 17, 2012 - December 31, 2013
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/23/2024)
(1/24/2025)
Exams
Series 7TO
Date: 12/23/2020
General Securities Representative ExaminationCurrent Firm
GREENLINE WEALTH MANAGEMENT
CRD#: 298397 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 299 |
| AUM (Assets Under Management) | $ 77,755,922 |
Red Flags
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