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Copia Wealth Management Advisors, Inc. CRD 288286
$19.7M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2333 Camino Del Rio South, Suite 240, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-11-17 |
| FL | RA | APPROVED | 2020-09-01 |
| CA | RA | APPROVED | 2020-02-25 |
Branch Locations
2333 Camino Del Rio South, Suite 240, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Copia Wealth Management Advisors, Inc. | San Diego | CA | 02/2020 | Present |
| Dawson Insurance & Financial Services D.b.a. Copia Wealth Manage | San Diego | CA | 10/2016 | Present |
| Abercrombie & Fitch | San Diego | CA | 07/2014 | 09/2016 |
Dawson Insurance & Financial Services, Inc.; (DBA: Copia Wealth Management and Insurance Services) located at 2333 Camino Del Rio South, Suite 240, San Diego, CA 92108. Case Manager and Co-Advisor to the Senior Advisor of the firm for this affiliated insurance agency, this relationship began in October 2016 to PRESENT, she spends 70% of her time each week/month devoting to this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-23 |
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