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Lucy Elizabeth Valandra

Copper Beech Wealth Management

Dexter, MI

Mansfield, MA

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Current Employers
Copper Beech Wealth Management

20 Cabot Blvd. Suite 300, Mansfield, MA 02048 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-10-16
MI RA APPROVED 2025-09-15
  • MA RA
    APPROVED
    Since 2025-10-16
  • MI RA
    APPROVED
    Since 2025-09-15

Branch Locations

Dexter, MI • United States

20 Cabot Blvd. Suite 300, Mansfield, MA 02048 • 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
Meridian Financial Partners Llc Warrenton VA 10/2018 01/2024
Great Meadow Foundation The Plains VA 08/2014 03/2017
Gum Tree Farm Designs Middleburg VA 03/2017 10/2018
Soteria Equestrian Safety Warrenton VA 07/2017 10/2018
Stephens Consulting, Llc Dexter MI 02/2024 02/2025
Great Meadow Foundation The Plains VA 08/2018 10/2018
Southern Heritage Farm Midland VA 07/2017 08/2018
Copper Beech Wealth Management Mansfield MA 04/2025 Present
  • 10/2018 → 01/2024
    Meridian Financial Partners Llc
    Warrenton, VA
  • 08/2014 → 03/2017
    Great Meadow Foundation
    The Plains, VA
  • 03/2017 → 10/2018
    Gum Tree Farm Designs
    Middleburg, VA
  • 07/2017 → 10/2018
    Soteria Equestrian Safety
    Warrenton, VA
  • 02/2024 → 02/2025
    Stephens Consulting, Llc
    Dexter, MI
  • 08/2018 → 10/2018
    Great Meadow Foundation
    The Plains, VA
  • 07/2017 → 08/2018
    Southern Heritage Farm
    Midland, VA
  • 04/2025 → Present
    Copper Beech Wealth Management
    Mansfield, MA
Previous Registrations
Designations
Other Names
  • Lucy Drinkwater
  • Lucy Elizabeth Drinkwater
  • Lucy Drinkwater Valandra

View on SEC IAPD

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