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Michael L Copelan
Michael Lee Copelan
CRD#: 7158688
IA
Investment Adviser
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Broker
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCRD#: 7691 187 PARFITT WAY SW
BAINBRIDGE ISLAND, WA 98110
Registration History
201920202021202220232024202520262 FIRMS2022 - Present (2 years)BJ.P. MORGAN SECURITIES LLC (CRD# 79)2019 - 2022 (2 years)
License(s)

State Registrations

B
Alaska 11/21/2022

B
Ohio 5/9/2024

B
Arizona 2/15/2023

B
Oregon 11/21/2022

B
California 2/1/2024

B
Pennsylvania 11/15/2022

B
Colorado 12/16/2024

B
Texas 11/21/2022

B
Florida 11/21/2022

IA
Texas 11/21/2022

B
Idaho 11/21/2022

B
Utah 3/30/2023

B
Illinois 2/15/2023

B
Washington 10/3/2022

B
Minnesota 12/3/2024

IA
Washington 10/3/2022

B
Montana 11/14/2022

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

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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)
187 PARFITT WAY SW, BAINBRIDGE ISLAND, WA 98110
Registered with this firm since 10/3/2022

B
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
187 PARFITT WAY SW, BAINBRIDGE ISLAND, WA 98110
Registered with this firm since 10/3/2022

Previous Registration(s)
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09/05/2019 - 08/26/2022 J.P. MORGAN SECURITIES LLC (CRD#:79) BAINBRIDGE ISLAND, WA
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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.