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RIA / WealthAdvisor44 years in industry

DAVID JAMES COPELAND

Advisor at FOCUS PARTNERS WEALTH, LLC

Deerfield, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:34d662e5-7cbd-311b-72d1-abf79c2e2513

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 3, 1998 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FOCUS PARTNERS WEALTH, LLC
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: Oct 7, 1981earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Oct 7, 1981
First registration: Jan 3, 1998
Dual registered: no
IAPD individual key: 1011917

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FOCUS PARTNERS WEALTH, LLC	Independent wealth	Jan 4, 2026	n/a	yes	Deerfield, IL	Current employment
NORTHCOAST ASSET MANAGEMENT LLC	Independent wealth	May 3, 2024	Mar 20, 2026	no	Deerfield, IL	Previous registration
NORTHCOAST ASSET MANAGEMENT LLC	Independent wealth	May 3, 2024	Dec 31, 2024	no	Deerfield, IL	Previous registration
STRATEGIC WEALTH PARTNERS	Former SEC adviser	Feb 3, 2015	May 6, 2024	no	DEERFIELD, IL	Previous registration
STRATEGIC WEALTH PARTNERS, LLC	Former SEC adviser	May 23, 2008	Feb 10, 2015	no	DEERFIELD, IL	Previous registration
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	Mixed wealth	Nov 2, 2006	May 22, 2008	no	CHICAGO, IL	Previous registration
MESIROW FINANCIAL, INC.	n/a	Jan 3, 1998	May 22, 2008	no	CHICAGO, IL\|CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NORTHCOAST ASSET MANAGEMENT LLC	FOCUS PARTNERS WEALTH, LLC	Mar 20, 2026	Jan 4, 2026	-75	Bulk transfer	RIA to RIA
STRATEGIC WEALTH PARTNERS	NORTHCOAST ASSET MANAGEMENT LLC	May 6, 2024	May 3, 2024	-3	Firm change	RIA to RIA
STRATEGIC WEALTH PARTNERS, LLC	STRATEGIC WEALTH PARTNERS	Feb 10, 2015	Feb 3, 2015	-7	Channel change	Other
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	STRATEGIC WEALTH PARTNERS, LLC	May 22, 2008	May 23, 2008	1	Firm change	Other
MESIROW FINANCIAL, INC.	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	May 22, 2008	Nov 2, 2006	-567	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
174052:282241:IL:2024-05-06	May 6, 2024	May 3, 2024	DEERFIELD, IL	Firm change
147168:174052:IL:2015-02-10	Feb 10, 2015	Feb 3, 2015	DEERFIELD, IL	Firm change

Relationships

Registered with (6)

→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: current employment
Jan 4, 2026 to presentfactForm ADV
→ NORTHCOAST ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
May 3, 2024 to Mar 20, 2026factForm ADV
→ STRATEGIC WEALTH PARTNERSRegistered adviserregistration: previous registration
Feb 3, 2015 to May 6, 2024factForm ADV
→ STRATEGIC WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
May 23, 2008 to Feb 10, 2015factForm ADV
→ MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Nov 2, 2006 to May 22, 2008factForm ADV
→ MESIROW FINANCIAL, INC.Registered adviserregistration: previous registration
Jan 3, 1998 to May 22, 2008factForm ADV

Dated events

Occurred
May 6, 2024
Advisor changed firm
David James Copeland left Strategic Wealth Partners for Northcoast Asset Management Llc (registered 2024-05-03)
Form ADVobserved 6 days ago