Best Investors Account Sign in
Inactive

Breanna Sykes

Copper Leaf Financial, LLC

Williston, VT

Claim This Profile
Current Employers
Copper Leaf Financial, Llc

33 Blair Park Road Suite 203, Williston, VT 05495 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2020-08-31
  • VT RA
    APPROVED
    Since 2020-08-31

Branch Locations

33 Blair Park Road Suite 203, Williston, VT 05495 • 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
Bridge Financial Partners Fort Mill SC 07/2016 03/2018
Itt Technical Institue Charlotte NC 03/2015 09/2016
Wells Fargo Rock Hill SC 03/2018 10/2019
Bridge Financial Partners, Llc Fort Mill SC 10/2019 08/2020
Copper Leaf Financial, Llc Williston VT 08/2020 Present
  • 07/2016 → 03/2018
    Bridge Financial Partners
    Fort Mill, SC
  • 03/2015 → 09/2016
    Itt Technical Institue
    Charlotte, NC
  • 03/2018 → 10/2019
    Wells Fargo
    Rock Hill, SC
  • 10/2019 → 08/2020
    Bridge Financial Partners, Llc
    Fort Mill, SC
  • 08/2020 → Present
    Copper Leaf Financial, Llc
    Williston, VT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-05
  • S66 Uniform Combined State Law Examination
    2018-02-05
Designations
Other Names
  • Breanna Bonner
  • Breanna Sykes
  • Breanna Mary Sykes

View on SEC IAPD

Other Firms

ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
SILVERLAKE WEALTH MANAGEMENT LLC
PATHWAY FINANCIAL ADVISORS, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BERGER FINANCIAL GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Other Investors

MICHAEL PATRICK JUNGA
JONATHAN ERIC WHITEHOUSE
JOHN WENTLING DAVIS
JACQUELYN MICHELE THIBEAULT
BRET LYN HODGDON
ADAM TAYLOR EIKLOR
Ryan J Bergmann
JEFFREY DONALD STEELE

Other Offices

ALLSTATE FINANCIAL ADVISORS, LLC · Williston, VT
LPL FINANCIAL LLC · WILLISTON, VT
SILVERLAKE WEALTH MANAGEMENT LLC · WILLISTON, VT
PATHWAY FINANCIAL ADVISORS, LLC · SOUTH BURLINGTON, VT
LPL FINANCIAL LLC · Williston, VT
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · WILLISTON, VT
AMERIPRISE FINANCIAL SERVICES, LLC · South Burlington, VT
BERGER FINANCIAL GROUP · South Burlington, VT

More in Williston, VT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor