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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-04 |
| OH | RA | APPROVED | 2026-05-07 |
| NC | RA | APPROVED | 2026-04-29 |
| VA | RA | APPROVED | 2026-04-24 |
| SC | RA | APPROVED | 2026-04-22 |
Branch Locations
4609 Charlotte Hwy Suite 5, Clover, SC 29710 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
4609 Charlotte Hwy Ste 5, Clover, SC 29710 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-13 |
| NC | RA | APPROVED | 2004-03-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Copperleaf Capital, Llc | Concord | NC | 01/2004 | Present |
(1) Insurance Producer; same address Approx number of hours per month: 25; Hold licenses to sell health, disability, and life insurance products, including Medicare Supplement insurance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-11-25 |
| S65 | Uniform Investment Adviser Law Examination | 1998-04-27 |
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