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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-05-17 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
336 South Main Street, Findlay, OH 45840 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Findlay | OH | 09/2014 | 05/2021 |
| Copeland Financial | Findlay | OH | 12/2006 | 08/2017 |
| Copeland Allen & Kramp Financial | Findlay | OH | 08/2017 | Present |
| Commonwealth Financial Network | Waltham | MA | 05/2021 | Present |
1. Fixed insurance sales; as of 5/17/2021; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Agent, Copeland Insurance Group, LLC; Life Insurance, Property & Casualty insurance sales; as of 5/13/2021; Less than 10% of time spent during business hours; Conducted at branch location; Investment related.
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