• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
Angela Beth Copeland
Angela B Copeland
CRD#: 5538182
IA
Investment Adviser
B
Broker
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCRD#: 7691 3455 PEACHTREE RD NE
PBIG - SOUTHEAST
ATLANTA, GA 30326
Registration History
201220142016201820202022202420262 FIRMS2011 - 2019 (7 years)2 FIRMS2019 - 2021 (2 years)2 FIRMS2021 - Present (4 years)
License(s)

State Registrations

B
Alabama 2/2/2021

B
Minnesota 4/1/2021

B
Arizona 2/2/2021

B
Mississippi 2/2/2021

B
Arkansas 2/2/2021

B
Missouri 2/2/2021

B
California 2/2/2021

B
Montana 2/2/2021

B
Colorado 2/2/2021

B
Nevada 2/2/2021

B
Delaware 2/2/2021

B
New Jersey 2/2/2021

B
District of Columbia 2/2/2021

B
New York 2/2/2021

B
Florida 2/2/2021

B
North Carolina 2/2/2021

B
Georgia 1/29/2021

B
Ohio 2/2/2021

IA
Georgia 2/1/2021

B
Oregon 2/2/2021

B
Illinois 2/2/2021

B
Pennsylvania 2/2/2021

B
Indiana 2/9/2021

B
South Carolina 2/2/2021

B
Iowa 2/2/2021

B
Tennessee 2/2/2021

B
Kansas 11/21/2022

B
Texas 2/9/2021

B
Kentucky 2/2/2021

IA
Texas 2/9/2021

B
Maine 2/2/2021

B
Utah 2/9/2021

B
Maryland 2/2/2021

B
Virginia 2/9/2021

B
Massachusetts 2/2/2021

B
Washington 2/2/2021

B
Michigan 2/2/2021

B
Wisconsin 2/2/2021

SRO Registrations

B
Cboe BYX Exchange, Inc.

B
Cboe BZX Exchange, Inc.

B
Cboe Exchange, Inc.

B
FINRA

B
Nasdaq Stock Market

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
3455 PEACHTREE RD NE PBIG - SOUTHEAST, ATLANTA, GA 30326
Registered with this firm since 2/1/2021

B
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
3455 PEACHTREE RD NE PBIG - SOUTHEAST, ATLANTA, GA 30326
Registered with this firm since 1/29/2021

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
02/22/2019 - 02/01/2021 ROCKEFELLER CAPITAL MANAGEMENT (CRD#:291361) ATLANTA, GA
B
02/22/2019 - 02/01/2021 ROCKEFELLER FINANCIAL LLC (CRD#:291361) ATLANTA, GA
IA
12/20/2011 - 02/25/2019 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) ATLANTA, GA
B
10/25/2011 - 02/25/2019 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) ATLANTA, GA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.