Rob Roy Knowles

Current Employers

Copeland Capital Management, Llc

161 Washington Street Suite 1325, Conshohocken, PA 19428 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-04-16

CA RA
APPROVED

Since 2026-04-16

Branch Locations

Manhattan Beach, CA • 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

Organization	City	State	From	To
Ami Asset Management	Los Angeles	CA	09/2016	01/2020
Copeland Capital Management, Llc	Conshohocken	PA	01/2020	Present
Vigilant Distributors, Llc	Chadds Ford	PA	02/2025	Present

09/2016 → 01/2020

Ami Asset Management

Los Angeles, CA
01/2020 → Present

Copeland Capital Management, Llc

Conshohocken, PA
02/2025 → Present

Vigilant Distributors, Llc

Chadds Ford, PA

Previous Registrations

2017-06-27 → 2020-01-08

Ami Asset Management Corp

Los Angeles, CA

Other Businesses

COPELAND CAPITAL MANAGEMENT, LLC 161 Washington Street, Conshohocken, PA 19420. Director of Institutional Sales, start of relationship January 2020, 160 hours month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-06-27
S63	Uniform Securities Agent State Law Examination	1992-10-01

S65 Uniform Investment Adviser Law Examination

2017-06-27
S63 Uniform Securities Agent State Law Examination

1992-10-01

View on SEC IAPD