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Brian Scott Copeland

Keel Point, LLC

Huntsville, AL

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Current Employers
Keel Point, Llc

100 Church Street Suite 500, Huntsville, AL 35801 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2017-08-18
AL RA APPROVED 2015-09-01
KS RA APPROVED 2015-09-01
  • MO RA
    APPROVED
    Since 2017-08-18
  • AL RA
    APPROVED
    Since 2015-09-01
  • KS RA
    APPROVED
    Since 2015-09-01

Branch Locations

100 Church Street Suite 500, Huntsville, AL 35801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Keel Point Capital, Llc Huntsville AL 08/2015 Present
Keel Point, Llc Huntsville AL 08/2015 Present
  • 08/2015 → Present
    Keel Point Capital, Llc
    Huntsville, AL
  • 08/2015 → Present
    Keel Point, Llc
    Huntsville, AL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-09-22
S63 Uniform Securities Agent State Law Examination 2004-03-24
  • S65 Uniform Investment Adviser Law Examination
    2004-09-22
  • S63 Uniform Securities Agent State Law Examination
    2004-03-24
Other Names
  • Scott Copeland

View on SEC IAPD

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Other Investors

ERIC TY KING
MARK ANTHONY RUSSELL
JOHN K WALTERS
TIMOTHY RANN ROBERTS
MATTHEW RICHARD BARNES
ROGER SAMUEL BARNES
LANCE CHRISTOPHER ERNEST
ROBERT WILSON MOORES

Other Offices

LPL FINANCIAL LLC · HUNTSVILLE, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Huntsville, AL
OSAIC WEALTH, INC. · HUNTSVILLE, AL
LPL FINANCIAL LLC · HUNTSVILLE, AL
RAYMOND JAMES & ASSOCIATES, INC. · HUNTSVILLE, AL
TRUIST ADVISORY SERVICES, INC. · HUNTSVILLE, AL
TRUIST ADVISORY SERVICES, INC. · HUNTSVILLE, AL
CETERA INVESTMENT ADVISERS LLC · HUNTSVILLE, AL

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