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161 Washington Street Suite 1325, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-11-09 |
Branch Locations
161 Washington Street Suite 1325, Conshohocken, PA 19428 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Envestnet, Inc. | Denver | CO | 06/2014 | 08/2018 |
| Copeland Capital Management, Llc | Denver | CO | 09/2018 | Present |
| Northern Lights Distributors, Llc | Elkhorn | NE | 10/2018 | 12/2021 |
| Vigilant Distributors, Llc | Chadds Ford | PA | 01/2022 | Present |
Copeland Capital Management, Investment Related, 161 Washington Street, Conshohocken PA 19428, Portfolio Specialist, Started 9.4.18, 40 hours/week, sales support and relationship management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-02-21 |
| S66 | Uniform Combined State Law Examination | 2004-11-05 |
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