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Ethan L Copeland

Wealthspire Advisors

Potomac, MD

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-02-19
  • MD RA
    APPROVED
    Since 2025-02-19

Branch Locations

12435 Park Potomac Avenue, Suite 500, Potomac, MD 20854 • 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
Raymond James & Associates, Inc Washington DC 01/2024 11/2024
Wasserman Rockville MD 06/2023 08/2023
Potomac Pizza Potomac MD 06/2019 08/2019
Potomac Pizza Potomac MD 06/2018 08/2018
Gregorios Pizza North Bethesda MD 06/2017 08/2017
James Madison University Harrisonburg VA 09/2022 05/2023
Sponsor United Harrisonburg VA 05/2022 05/2023
James Madison University Harrisonburg VA 09/2021 05/2022
The Bernstein Companies Georgetown DC 06/2021 07/2021
James Madison University Harrisonburg VA 09/2020 05/2021
James Madison University Harrisonburg VA 09/2019 08/2020
The Bullis School Potomac MD 09/2009 05/2019
Unemployed Rockville MD 08/2023 12/2023
Wealthspire Advisors Llc Potomac MD 01/2025 Present
  • 01/2024 → 11/2024
    Raymond James & Associates, Inc
    Washington, DC
  • 06/2023 → 08/2023
    Wasserman
    Rockville, MD
  • 06/2019 → 08/2019
    Potomac Pizza
    Potomac, MD
  • 06/2018 → 08/2018
    Potomac Pizza
    Potomac, MD
  • 06/2017 → 08/2017
    Gregorios Pizza
    North Bethesda, MD
  • 09/2022 → 05/2023
    James Madison University
    Harrisonburg, VA
  • 05/2022 → 05/2023
    Sponsor United
    Harrisonburg, VA
  • 09/2021 → 05/2022
    James Madison University
    Harrisonburg, VA
  • 06/2021 → 07/2021
    The Bernstein Companies
    Georgetown, DC
  • 09/2020 → 05/2021
    James Madison University
    Harrisonburg, VA
  • 09/2019 → 08/2020
    James Madison University
    Harrisonburg, VA
  • 09/2009 → 05/2019
    The Bullis School
    Potomac, MD
  • 08/2023 → 12/2023
    Unemployed
    Rockville, MD
  • 01/2025 → Present
    Wealthspire Advisors Llc
    Potomac, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-29
  • S66 Uniform Combined State Law Examination
    2024-03-29
Designations

View on SEC IAPD

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Other Offices

MERITIS WEALTH MANAGEMENT, INC. · POTOMAC, MD
WEALTHSPIRE ADVISORS · Potomac, MD
CHARLES SCHWAB & CO., INC. · Potomac, MD
WEALTHSPIRE ADVISORS · Potomac, MD
WEALTHSPIRE ADVISORS · Potomac, MD
EDWARD JONES · POTOMAC, MD
MORGAN STANLEY · POTOMAC, MD
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