Vice President, Technology and Information · Strategic Blueprint, LLC
Joseph Killingsworth Copeland
CRD 6847982 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Strategic Blueprint, LLC, an SEC-registered wealth manager based in Atlanta, GA with $2.5 billion in regulatory assets, lists Joseph Killingsworth Copeland on its Form ADV as Vice President, Technology and Information, a control person. The SEC filings also name Joseph at 1 other registered adviser.
Firms and roles
- Strategic Blueprint, LLCVice President, Technology and InformationWealth manager · Atlanta, GA · $2.5B in regulatory assets
- The Strategic Financial AllianceVice President, Information Systems & TechnologyBroker-dealer firm · Atlanta, GA · $382M in regulatory assets
AtlasMembers
Joseph’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- Julie Ann SullivanPresident, Strategic Blueprint, LLC
- Anna Elise TatumVice President, Finance, Strategic Blueprint, LLC
- Michael BryanEVP, Chief Growth Officer, Strategic Blueprint, LLC
- Gregory HanftChief Compliance Officer, Strategic Blueprint, LLC
- Arthur Bertram GoldsmithSvp, The Strategic Financial Alliance
4 more people named with Joseph on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.