Michael Forrest Copeland

Current Employers

Employment History

• 11/2006 → 08/2019
  The O.N. Equity Sales Company
  Irmo, SC
• 11/2006 → 08/2019
  Ohio National Financial Services
  Cincinnati, OH
• 08/2019 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Chapin, SC
• 08/2019 → 07/2021
  Waddell & Reed, Inc.
  Columbia, SC
• 08/2019 → 07/2021
  Gabriel Penfield
  Columbia, SC
• 12/2012 → 07/2021
  Soccer Referee
  Columbia, SC
• 07/2021 → Present
  Lpl Financial Llc
  Irmo, SC

Previous Registrations

• 2019-08-16 → 2021-07-21
  Waddell & Reed
  Irmo, SC
  Charleroi, PA
• 2006-12-01 → 2013-12-31
  On Investment Management Co
  Irmo, SC
• 2004-01-06 → 2006-10-30
  National Planning Corporation
  Columbia, SC

Other Businesses

1.12/2012-PRESENT; SOCCER REFEREE; COLUMBIA, SC; NOT INVESTMENT RELATED; REFEREEING SOCCER MATCHES; REFEREE; 25 HRS/MO; 0 HRS/MO DURING SECURITY TRADING HOURS. 2. 04/28/2022 - Good Life Insurance Associates - Investment Related - 2395 Lancaster Pike, Reading, PA 19607 - Non-Variable Insurance - Start Date - 7/2021 - 8 Hours Per Month/ 5 Hours During Securities Trading. 3. 04/28/2022 - South Carolina Youth Soccer Assn - Not Investment Related - 7436 Broad River Rd, Suite 211, Irmo, SC 29063 - Other - Member - Start Date - 2018 - 10 Hours Per Month -Soccer Referee . 4. 04/28/2022 - Relational Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 7/2019.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-21
• S66 Uniform Combined State Law Examination
  2003-12-01
• S63 Uniform Securities Agent State Law Examination
  1987-01-21

Other Names

• Mike Copeland