Troy Collins Copeland

Current Employers

Employment History

• 08/2015 → 09/2016
  Securities America Inc
  San Rafael, CA
• 08/2015 → 09/2016
  Securities America Advisors
  San Rafael, CA
• 06/2015 → Present
  O'DOnnell Financial Services, Llc
  San Rafael, CA
• 10/2016 → Present
  Independent Financial Group, Llc
  San Rafael, CA

Previous Registrations

• 2015-08-11 → 2015-11-16
  Securities America Advisors, Inc.
  San Rafael, CA
• 2013-09-12 → 2014-01-08
  Securities America Advisors, Inc.
  Larkspur, CA
• 2006-06-30 → 2006-08-15
  Lpl Financial Llc
  Santa Rosa, CA
  Santa Rosa, CA
• 2005-10-10 → 2006-07-19
  Householder Group, Estate & Retirement Specialists
  Santa Rosa, CA

Other Businesses

(1) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2015 ADDRESS: 1101 Fifth Avenue, Suite 150, San Rafael CA 94901, United States DESCRIPTION: CA INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS. (2) O'DONNELL FINANCIAL SERVICES, LLC POSITION: Employee NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2015 ADDRESS: 1101 Fifth Avenue, Suite 150, San Rafael CA 94901, United States DESCRIPTION: INVESTMENT ADVISOR REPRESENTATIVE WITH REGISTERED INVESTMENT ADVISOR O'DONNELL FINANCIAL GROUP, LLC DBA O'DONNELL FINANCIAL SERVICES, LLC (3) TRUST FACILITATOR SERVICES POSITION: Agent/Representative NATURE: Other: INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2015 ADDRESS: 1101 Fifth Avenue, Suite 150, San Rafael CA 94901, United States DESCRIPTION: INDEPENDENT CONTRACTOR OFFERING TRUST FACILITATOR SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2013-09-07
• S63 Uniform Securities Agent State Law Examination
  2002-11-21