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161 Washington Street Suite 1325, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-05-13 |
Branch Locations
2311 Orr Court, North Aurora, IL 60542 • United States
161 Washington Street Suite 1325, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dcm Brokers, Llc | Chicago | IL | 05/2006 | 12/2018 |
| Copeland Capital Management, Llc | Conshohocken | PA | 12/2018 | Present |
| Northern Lights Distributors, Llc | Omaha | NE | 01/2019 | 12/2021 |
| Vigilant Distributors, Llc | Chadds Ford | PA | 01/2022 | Present |
Copeland Capital Management LLC. Investment Related, 161 Washington Street, Conshohocken, PA 19428, Regional Director, started 12/18, work 160 hours/month, Business development
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-27 |
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