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Emily Sue Copeland

Captrust

San Antonio, TX

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-28
  • TX RA
    APPROVED
    Since 2023-06-28

Branch Locations

1826 North Loop 1604 West, Suite 260, San Antonio, TX 78248 • 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
Southern Wealth Management Lp San Antonio TX 07/2016 05/2023
Capfinancial Partners Llc (Captrust) Raleigh NC 05/2023 Present
  • 07/2016 → 05/2023
    Southern Wealth Management Lp
    San Antonio, TX
  • 05/2023 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2019-10-10 → 2023-10-25
    Southern Wealth Management Llp
    San Antonio, TX
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-29
  • S65 Uniform Investment Adviser Law Examination
    2019-09-29
Other Names
  • Emily Sue Haddock

View on SEC IAPD

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