# DAVID JAMES COPELAND

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FOCUS PARTNERS WEALTH, LLC](https://search.stillhousedata.com/firm/159289) | 2026-01-04 | present | Yes |
| [NORTHCOAST ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/282241) | 2024-05-03 | 2026-03-20 | — |
| [NORTHCOAST ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/282241) | 2024-05-03 | 2024-12-31 | — |
| [STRATEGIC WEALTH PARTNERS](https://search.stillhousedata.com/firm/174052) | 2015-02-03 | 2024-05-06 | — |
| [STRATEGIC WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/147168) | 2008-05-23 | 2015-02-10 | — |
| [MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.](https://search.stillhousedata.com/firm/111135) | 2006-11-02 | 2008-05-22 | — |
| [MESIROW FINANCIAL, INC.](https://search.stillhousedata.com/firm/2764) | 1998-01-03 | 2008-05-22 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1011917)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1011917.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.