COPELAND DAVID JAMES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. COPELAND DAVID JAMES appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | STRATEGIC WEALTH PARTNERS, LLC | MANAGER/PRINCIPAL | DEERFIELD, IL |
| — | Form ADV | STRATEGIC WEALTH PARTNERS GROUP, LLC | CHIEF INVESTMENT OFFICER | DEERFIELD, IL |