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161 Washington Street Suite 1325, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2014-10-20 |
| PA | RA | APPROVED | 2014-04-02 |
Branch Locations
161 Washington Street Suite 1325, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Copeland Capital Management, Llc | Conshohocken | PA | 01/2014 | Present |
| Northern Lights Distributors, Llc | Omaha | NE | 01/2014 | 12/2021 |
| Vigilant Distributors, Llc | Chadds Ford | PA | 01/2022 | Present |
Copeland Capital Management, LLC, investment-related, 161 Washington Street, Suite 1325, Conshohocken, PA 19428, Investment Advisor, Principal - Marketing Manager, 01/2014, 40 hours per week.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-05-16 |
| S65 | Uniform Investment Adviser Law Examination | 1998-02-05 |
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