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 BEECH WEALTH MANAGEMENT

Current firm class

state registeredderived

Book size

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

Industry start

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

First registration

Sep 22, 2023

Dual registered

no

Other names

Lucy Drinkwater|Lucy Elizabeth Drinkwater|Lucy Drinkwater Valandra

IAPD individual key

7689127

• Occurred

  Feb 24, 2025
  Advisor changed firm

  Lucy Elizabeth Valandra left Stephens Consulting, Llc for Copper Beech Wealth Management (registered 2025-09-15)

  Form ADVobserved 6 days ago
• Occurred

  Jan 26, 2024
  Advisor changed firm

  Lucy Elizabeth Valandra left Meridian Financial Partners Llc for Stephens Consulting, Llc (registered 2024-02-12)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:53ca8e62-1834-b249-0188-c6c55059ccd4

First observed

Sep 22, 2023

Last observed

Sep 15, 2026 6 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.