Patrick McCoyCRD Number: 6037541
Current Firm: American Funds Distributors, Inc.
Patrick McCoy (CRD# 6037541) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Carmel, IN and has over 4 years of experience in the finance industry.
I4 Advisors LLC
Treybourne Wealth Planners
Canterbury Investment Management, LLC
|American Funds Distributors, Inc.||Indianapolis, IN||Jan 2014 - Current||3|
|Proequities Inc.||Birmingham, AL||Mar 2013 - Dec 2013||< 1|
|Protective Life||Cincinnati, OH||Feb 2012 - Dec 2013||1|
|Citibank||Florence, KY||Jan 2012 - Feb 2012||< 1|
|Whiskeys||Lawrenceburg, IN||Aug 2009 - Feb 2012||2|
|Citibank||Florence, KY||May 2008 - Mar 2011||2|
|Red Skye Wireless||Lawrenceburg, IN||Sep 2007 - May 2008||< 1|
|Old Time Cleaners||Lawrenceburg, IN||Feb 2002 - May 2008||6|
|Egl||Covington, KY||May 2005 - Aug 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2012|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
CA, IN, TX
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