# ROBERT ESTEL COPELAND

ROBERT ESTEL COPELAND is an investment adviser representative (IAR) with state registration records since 2003, appearing at 7 firms. Currently registered with PROFESSIONAL FINANCIAL SOLUTIONS, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PROFESSIONAL FINANCIAL SOLUTIONS, LLC](https://search.stillhousedata.com/firm/114957) | 2018-10-30 | present | Yes |
| [MADISON WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/111728) | 2017-06-06 | 2018-01-16 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2013-11-19 | 2017-05-11 | — |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2013-03-19 | 2013-08-12 | — |
| [LAKE STREET ADVISORS, LLC](https://search.stillhousedata.com/firm/125471) | 2009-01-30 | 2009-07-13 | — |
| [KEEL POINT ADVISORS, LLC](https://search.stillhousedata.com/firm/139379) | 2006-08-03 | 2008-12-12 | — |
| [PRIVATE CONSULTING GROUP, INC.](https://search.stillhousedata.com/firm/45053) | 2003-12-17 | 2006-07-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4694898)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4694898.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.