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Sean Patrick Duffy

Copeland Capital Management, LLC

Conshohocken, PA

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Current Employers
Copeland Capital Management, Llc

161 Washington Street Suite 1325, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-08-29
  • PA RA
    APPROVED
    Since 2024-08-29

Branch Locations

161 Washington Street Suite 1325, Conshohocken, PA 19428 • 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
Copeland Capital Management, Llc Conshohocken PA 07/2024 Present
Full-Time Student Ambler PA 07/2014 05/2024
Vigilant Distributors, Llc Chadds Ford PA 07/2024 Present
  • 07/2024 → Present
    Copeland Capital Management, Llc
    Conshohocken, PA
  • 07/2014 → 05/2024
    Full-Time Student
    Ambler, PA
  • 07/2024 → Present
    Vigilant Distributors, Llc
    Chadds Ford, PA
Other Businesses

Copeland Capital Management, LLC, 161 Washington St STE 1325, Conshohocken, PA 19428, Internal Wholesaler, 160 hours a month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-28
  • S66 Uniform Combined State Law Examination
    2024-08-28
Other Names
  • Sean Duffy

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · Conshohocken, PA
ARSENAL CAPITAL ADVISORS LLC · CONSHOHOCKEN, PA
UBS FINANCIAL SERVICES INC. · CONSHOHOCKEN, PA
INDEPENDENT FINANCIAL PARTNERS · Conshohocken, PA
HBKS WEALTH ADVISORS · CONSHOHOCKEN, PA
WILLIAM BLAIR · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CONSHOHOCKEN, PA

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