John William Copeland of Palm Beach, FL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. John William Copeland appears on 5 filing roles across Form ADV (3), Form D (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-07-16 | Form ADV | WAVERLY ADVISORS, LLC | BOARD OF MANAGERS | BIRMINGHAM, AL |
| 2026-01-05 | Form ADV | TRUE NORTH ADVISORS, LLC | ELECTED MANAGER | DALLAS, TX |
| 2026-01-07 | Form ADV | MCF ADVISORS, LLC | ELECTED MANAGER | LEXINGTON, KY |
| 2017-10-24 | Form D | Wealth Partners Capital Group, LLC | Executive Officer | PALM BEACH, FL |
| 2021-01-13 | Form D | Merit WPCG, LLC | Executive Officer | Palm Beach, FL |