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Orlando Silvester Copeland

Creative Planning

Overland Park, KS

Frisco, TX

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-08
  • TX RA
    APPROVED
    Since 2026-04-08

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • United States

2591 Dallas Parkway Suite 300, Office 93, Frisco, TX 75034 • 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
Fisher Investments Woodside CA 09/2010 04/2025
Creative Planning, Llc Dallas TX 04/2026 Present
Unemployed Aubrey TX 05/2025 04/2026
  • 09/2010 → 04/2025
    Fisher Investments
    Woodside, CA
  • 04/2026 → Present
    Creative Planning, Llc
    Dallas, TX
  • 05/2025 → 04/2026
    Unemployed
    Aubrey, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-18
  • S66 Uniform Combined State Law Examination
    2008-11-18
Other Names
  • Orlando S Copeland

View on SEC IAPD

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MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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