Clinton Wayne Copeland

Current Employers

Employment History

• 02/1999 → Present
  C.W. Copeland & Assoc.
  Atlanta, GA
• 11/2019 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2019 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 10/2016 → 12/2018
  Innovation Partners Llc
  Charlotte, NC
• 07/2013 → Present
  The American College Of Financial Services
  Bryn Mawr, PA
• 01/2019 → Present
  College For Financial Planning
  Centennial, CO

Previous Registrations

• 2016-08-25 → 2019-01-02
  Innovation Partners Llc
  Atlanta, GA
  Charlotte, NC
  Charlotte, NC
• 2014-01-23 → 2016-09-02
  Cape Investment Advisory, Inc.
  Atlanta, GA
  Mcdonough, GA
• 2010-01-11 → 2013-12-31
  Resource Horizons Investment Advisory, Inc.
  Atlanta, GA
• 2006-04-11 → 2009-12-31
  Investors Capital Corp.
  Atlanta, GA
  Atlanta, GA

Other Businesses

1. R.S. THOMAS TRAINING ASSOCIATES, 1000 CIRCLE 75 PKWY STE 05, ATLANTA, GA, 8/03/1998 TEACHING PRE-LICENSING CLASSES ON INSURANCE AND SECURITIES. NIR - 8/MO - 8/TRADING. 2. THE AMERICAN COLLEGE FOR FINANCIAL SERVICES, 270 BRYN MAWR AVE, BRYN MAWR, PA, 7/2013 FACULTY, TEACHING INSURANCE AND FINANCIAL PLANNING CLASSES. NIR - 10/WK - 0/TRADING. 3. THE College for Financial Planning, 100 MAIN ST, CENTENNIAL, CO, 1/10/2019 FACULTY, TEACHING INSURANCE AND FINANCIAL PLANNING COURSES. NIR - 2/WK - 0/TRADING. 4. CLARK-ATLANTA UNIVERSITY, 223 JAMES P BRAWLEY BLVD, ATLANTA, GA, 8/1997 FACULTY, TEACHING INSURANCE AND FINANCIAL PLANNING COURSES. NIR - 5/WK - 2/TRADING. 5. JLM RISK MANAGEMENT, 1201 PEACHTREE ST NE BLDG 400, STE 300, ATLANTA, GA, 9/02/2010 AS CONSULTANT - CONSULTING ON ADVANCED STRATEGIES IN HEALTH AND LIFE INSURANCE. NIR - 10/MO - 5/TRADING. 6. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 12/03/19. 7. C.W. COPELAND & ASSOCIATES, 194 CENTENNIAL WAY, ATLANTA, GA, CONSULTING- PRINCIPAL, 02/01/98, NIR, 20/WK- 5/TRADING 8. NRC SERVICES, INC, GEORGIA CENTER FOR NONPROFITS, DBA NRC SERVICES, INC, 100 PEACHTREE STREET, STE 1500, ATLANTA GA, 05/01/04, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.10/wk- 2/TRADING 9. GAB INTERNATIONAL, LLC, LIFESTYLE MANAGEMENT ADVISORS, 194 CENTENNIAL WAY, ATLANTA, GA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,09/02/15, COO, NIR, 2/WK- 2/TRADING 10. NATIONAL FINANCIAL GROUP, 100 HARTSFIELD CENTER PKWY, STE 475, ATLANTA, GA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 09/08/18, INV REL, 30 HR/WK- 6 TRADING HR. 11. GEORGIA STATE UNIVERSITY, Atlanta GA 30303, 01/2022, Adjunct Professor, TEACHING INSURANCE AND FINANCIAL COURSES, NIR, 15 HR/MO - 12 HR/MO TRADING 12. UNIVERSITY OF MARYLAND-GLOBAL CAMPUS, Adelphi MD 20783, 01/2022, Adjunct Faculty Member, DEVELOPING CURRICULUM FOR FINANCIAL PLANNING, NIR, 20 HR/MO - 2 HR/MO TRADING 13. D&E GROUP, INC., East Point GA 30344, 12/2021, Board Member, A NON-PROFIT Financial Education and Training Institute, NIR, 1 HR/MO - 0 HR/MO TRADING 14. WEST ATLANTA WATERSHED ALLIANCE / 1442 Richland Road, SW, Atlanta GA 30310 / 12/01/2021 / NIR / Board Member - community education on water quality / 1HR/MO - 0HR/MO TRADING 15. TAX CREDIT SCHOLARSHIP, A GEORGIA NON-PROFIT INC., 2727 West Paces Ferry Road, Suite 750, Atlanta GA 30339, 07/2025, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1 HR/MO, 0 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-12
• S63 Uniform Securities Agent State Law Examination
  1998-04-23

Other Names

• C W Copeland
• C W Copeland