DAVID JAMES COPELAND is an investment adviser representative (IAR) with state registration records since 1998, appearing at 6 firms. Currently registered with FOCUS PARTNERS WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | 2026-01-04 | present | Yes |
| NORTHCOAST ASSET MANAGEMENT LLC | 2024-05-03 | 2026-03-20 | — |
| NORTHCOAST ASSET MANAGEMENT LLC | 2024-05-03 | 2024-12-31 | — |
| STRATEGIC WEALTH PARTNERS | 2015-02-03 | 2024-05-06 | — |
| STRATEGIC WEALTH PARTNERS, LLC | 2008-05-23 | 2015-02-10 | — |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 2006-11-02 | 2008-05-22 | — |
| MESIROW FINANCIAL, INC. | 1998-01-03 | 2008-05-22 | — |