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161 Washington Street Suite 1325, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-12-11 |
| CA | RA | APPROVED | 2019-10-31 |
| CO | RA | APPROVED | 2019-10-31 |
| IL | RA | APPROVED | 2019-10-31 |
| PA | RA | APPROVED | 2019-10-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Janney Montgomery Scott, Llc | Philadelphia | PA | 09/2017 | 10/2019 |
| Sei Investments | Oaks | PA | 01/2017 | 09/2017 |
| Under Armour | Hershey | PA | 05/2016 | 10/2016 |
| Copeland Capital Management, Llc | Conshohocken | PA | 10/2019 | Present |
| Russell Tobin | New York | NY | 10/2016 | 12/2016 |
| Northern Lights Distributors, Llc | Elkhorn | NE | 11/2019 | 12/2021 |
| Vigilant Distributors, Llc | Chadds Ford | PA | 01/2022 | Present |
Copeland Capital Management, LLC, investment-related, 161 Washington St, Suite 1325, Conshohocken, PA 19428, Financial Services/Investments, Associate regional Director. 160 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-11 |
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