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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| OH | RA | APPROVED | 2021-05-17 |
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 |
|---|---|---|---|---|
| Copeland Financial Investment And Wealth Management | Findlay | OH | 11/2012 | 08/2017 |
| Voya Financial Advisors | Findlay | OH | 09/2014 | 05/2021 |
| Commonwealth Financial Network | Findlay | OH | 05/2021 | Present |
| Copeland Financial Investment & Wealth Management | Findlay | OH | 05/2021 | Present |
1. Fixed insurance sales; as of 05/17/2021; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. CEO & Owner, Copeland Financial Investment and Wealth Management, Inc. DBA Copeland Financial, a private entity established to facilitate securities, advisory, and insurance business; as of 01/30/2003; 5% of time spent during business hours; Conducted at branch; Investment related. 3. Owner & Managing Member, Copeland Insurance Group, LLC a private entity established to facilitate life insurance sales, property and casualty insurance business; as of 5/15/2021; Less than 10% of time spent during business hours; Conducted at branch; Investment related. 4. Agent, Copeland Insurance Group, LLC; Life Insurance, Property & Casualty insurance sales; as of 5/13/2021; Less than 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-12 |
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