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124 Franklin Street, Clarksville, TN 37040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-29 |
| TN | RA | APPROVED | 2025-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterne Agee Financial Services | Clarksville | TN | 01/2010 | Present |
| Copeland Wealth Management (152781) | Clarksville | TN | 01/2010 | Present |
I OWN APTS IN AND AROUND CLARKSVILLE AREA. 5HRS PER MONTH NET INCOME $60,000 FINANCIAL INTEREST 100% AMMOUNT INVESTED $600,000 Arbitrator; FINRA; Investment Related: Yes; L9509 Key W Ave, Rockville, MD 20850; I work as an industry arbitrator to settle disputes between parties.; Start date with business: 2014-01-01; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1. Owner, manager; DBA Copeland Properties; Investment Related: No; 124 Franklin St; Description of the business: I own and manage properties on both short term and long term leases.; Responsibilities Duties: Manage rental properties; Start date with business: 2004-01-01; Hours devoted to business during trading hours: 5; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 10.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-27 |
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