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RIA / WealthAdvisorCertified Financial Planner14 years in industry

Susan R Copeland

Advisor at HIPPOCRATIC FINANCIAL ADVISORS

WESTLAKE VILLAGE, CA | Homewood, AL

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Search this name across graphsid dfx:ria:8aa2811e-7393-5c7e-55f0-2a2c738a470c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: May 22, 2015 to Sep 15, 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: HIPPOCRATIC FINANCIAL ADVISORS
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: May 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65
First exam: Apr 21, 2015
First registration: May 22, 2015
Dual registered: no
Other names: Susan Renee Jolley|SUSAN R COPELAND|susan Renee copeland|Susan Copeland
IAPD individual key: 6222877

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
HIPPOCRATIC FINANCIAL ADVISORS	Independent wealth	Apr 11, 2025	n/a	yes	Homewood, AL\|WESTLAKE VILLAGE, CA	Current employment
AVANTAX PLANNING PARTNERS, INC.	Bd affiliated wealth	Mar 13, 2023	Jun 11, 2025	no	DUBUQUE, IA	Previous registration
BRIDGEWORTH WEALTH MANAGEMENT	Former SEC adviser	Jan 23, 2020	Jan 16, 2023	no	Birmingham, AL\|BIRMINGHAM, AL	Previous registration
CAHABA WEALTH MANAGEMENT, INC.	Independent wealth	Feb 29, 2016	Jan 21, 2020	no	Birmingham, AL\|ATLANTA, GA	Previous registration
PMD ADVISORY	Mixed wealth	May 22, 2015	Jan 28, 2016	no	HOOVER, AL	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
AVANTAX PLANNING PARTNERS, INC.	HIPPOCRATIC FINANCIAL ADVISORS	Jun 11, 2025	Apr 11, 2025	-61	Firm change after gap	Ibd to RIA
BRIDGEWORTH WEALTH MANAGEMENT	AVANTAX PLANNING PARTNERS, INC.	Jan 16, 2023	Mar 13, 2023	56	Firm change	RIA to RIA
CAHABA WEALTH MANAGEMENT, INC.	BRIDGEWORTH WEALTH MANAGEMENT	Jan 21, 2020	Jan 23, 2020	2	Firm change	RIA to RIA
PMD ADVISORY	CAHABA WEALTH MANAGEMENT, INC.	Jan 28, 2016	Feb 29, 2016	32	Firm change	Other

Relationships

Registered with (5)

→ HIPPOCRATIC FINANCIAL ADVISORSRegistered adviserregistration: current employment
Apr 11, 2025 to presentfactForm ADV
→ AVANTAX PLANNING PARTNERS, INC.Registered adviserregistration: previous registration
Mar 13, 2023 to Jun 11, 2025factForm ADV
→ BRIDGEWORTH WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 23, 2020 to Jan 16, 2023factForm ADV
→ CAHABA WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Feb 29, 2016 to Jan 21, 2020factForm ADV
→ PMD ADVISORYRegistered adviserregistration: previous registration
May 22, 2015 to Jan 28, 2016factForm ADV

Dated events

Occurred
Jun 11, 2025
Advisor changed firm
Susan R Copeland left Avantax Planning Partners, Inc. for Hippocratic Financial Advisors (registered 2025-04-11)
Form ADVobserved 6 days ago
Occurred
Jan 16, 2023
Advisor changed firm
Susan R Copeland left Bridgeworth Wealth Management for Avantax Planning Partners, Inc. (registered 2023-03-13)
Form ADVobserved 6 days ago