This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

COPPER FINANCIAL

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Jul 5, 2019

First registration

Aug 26, 2019

Dual registered

yes, broker-dealer

Other names

Suzanne Elizabeth Wallace

IAPD individual key

7072324

• Occurred

  May 30, 2025
  Advisor changed firm

  Suzanne E Wallace left Boulder Investment Group for Copper Financial (registered 2025-05-29)

  Form ADVobserved 5 days ago
• Occurred

  Mar 10, 2022
  Advisor changed firm

  Suzanne E Wallace left Edward Jones for Boulder Investment Group (registered 2022-03-08)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:00754135-73a8-aba5-9fbf-9da5250276c9

First observed

Aug 26, 2019

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.