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David C Copeland

Principle Wealth

Madison, CT

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Current Employers
Principle Wealth

48 Wall Street, Madison, CT 06443 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-05-14
  • CT RA
    APPROVED
    Since 2026-05-14

Branch Locations

48 Wall Street, Madison, CT 06443 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Newington CT 03/2025 05/2026
Paychex Rocky Hill CT 03/2020 02/2025
Enterprise Rent-A-Car Cambridge MA 08/2017 02/2020
State Street Corporation Hadley MA 06/2015 05/2017
Principle Wealth Partners Llc Madison CT 05/2026 Present
  • 03/2025 → 05/2026
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Newington, CT
  • 03/2020 → 02/2025
    Paychex
    Rocky Hill, CT
  • 08/2017 → 02/2020
    Enterprise Rent-A-Car
    Cambridge, MA
  • 06/2015 → 05/2017
    State Street Corporation
    Hadley, MA
  • 05/2026 → Present
    Principle Wealth Partners Llc
    Madison, CT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-03
  • S66 Uniform Combined State Law Examination
    2025-07-03

View on SEC IAPD

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