James Eric Copeland

Current Employers

Advisory Services Network

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-05-03

TX RA
APPROVED

Since 2018-05-03

Branch Locations

8376 Davis Boulevard Suite 111, North Richland Hills, TX 76182 • United States

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Dallas	TX	10/2000	04/2017
Strategic Advisors Inc	Westlake	TX	05/2005	04/2017
Ameriprise Financial Services Inc	Fort Worth	TX	04/2017	05/2018
Advisory Services Network, Llc	Atlanta	GA	05/2018	Present

10/2000 → 04/2017

Fidelity Brokerage Services Llc

Dallas, TX
05/2005 → 04/2017

Strategic Advisors Inc

Westlake, TX
04/2017 → 05/2018

Ameriprise Financial Services Inc

Fort Worth, TX
05/2018 → Present

Advisory Services Network, Llc

Atlanta, GA

Previous Registrations

2017-04-26 → 2018-05-09

Ameriprise Financial Services, Llc

Ft Worth, TX

Stephenville, TX

Fort Worth, TX
2005-05-19 → 2017-04-11

Strategic Advisers Llc

Westlake, TX

Other Businesses

1) JAMES E COPELAND: INDEPENDENT INSURANCE AGENT; SALE AND SERVICE OF ANNUITIES AND LIFE INSURANCE SINCE 12/2022. TIME SPENT 15 HOURS PER MONTH, NONE DURING TRADING HOURS. INVESTMENT RELATED ACTIVITY. 2) COPELAND WAY LLC: PRESIDENT, MEMBER SINCE 07/2018; SERVICE COMPANY FOR BUSINESS INCOME, EXPENSES & TAXES. TIME SPENT 10 HOURS PER MONTH, NONE DURING TRADING HOURS. NOT INVESTMENT RELATED.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-04-20

S66 Uniform Combined State Law Examination

2005-04-20

Designations

View on SEC IAPD