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161 Washington Street Suite 1325, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-02-22 |
| PA | RA | APPROVED | 2019-01-11 |
Branch Locations
62 Walnut Street Floor 3, Wellesley, MA 02481 • United States
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 | 12/2015 | Present |
| Northern Lights Distributors, Llc | Omaha | NE | 02/2016 | 12/2021 |
| Vigilant Distributors, Llc | Chadds Ford | PA | 01/2022 | Present |
MR. ADAMS IS ALSO THE OWNER OF A RENTAL PROPERTY THAT HE OWNS LOCATED AT 3 CENTRE STREET, WALTHAM, MA 02453 WHERE HE SPENDS APPROXIMATELY 10 HOURS PER MONTH PERFORMING GENERAL MAINTENANCE ON THE PROPERTY AND COLLECTION OF THE RENTAL INCOME. HE BEGAN THIS NON INVESTMENT RELATED ACTIVITY IN JUNE 2016.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-06 |
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