Notification of Changes for Business Entity
General Information
Business Entity Name:	COPELAND FINANCIAL INVESTMENT AND WEALTH MANAGEMENT
Incorporation / Formation Date:
FEIN:	32-0055596
Ohio License Number:	29198
NPN:	8624216
DBA / Trade Name:
State of Domicile:	OH
County:	HANCOCK
Business Address
Address 1:	336 S. MAIN ST.
Address 2:
City:	FINDLAY
State:	OH
Zip:	45840
Phone:	419-423-7829
Fax:	419-424-0554
Business Web Site Address:
Business Email Address:
Mailing Address
Address 1:	336 S. MAIN ST.
Address 2:
City:	FINDLAY
State:	OH
Zip:	45840
Indicate the type of change you are seeking
Address Change:	NO
Business Entity Name Change:	NO	Old Business Entity Name:
New DBA/Trade Name:	YES	New DBA/Trade Name:	COPELAND, ALLEN & KRAMP FINANC
Amend DBA/Trade Name:	NO	Old DBA/Trade Name:
Add/Delete Producers, Members, Owners, Partners, Officers and/or Directors:	NO

Licensed Producers
Name	Title	NPN	Add	Delete	Eff. Date

Members, Owners, Partners, Officers and Directors
Name	Title	Identifying #	Add	Delete	Eff. Date

Title Business Entities Only
1. Is any member, producer, owner, share holder, manager, partner, officer or director currently engaged in deriving income from or affiliated with (other than as a customer) any business or profession other than insurance? (i.e. banking, auto dealer, mortgage company)
2. Has any member, producer, owner, share holder, manager, partner, officer or director currently engaged in deriving income from or affiliated with (other than as a customer) any business or profession other than insurance since the filing of the previous CN-65 or the original application?
3. If the answer to questions #1 or #2 is yes, identify the business or profession and the nature of person's involvement

Submitted By
Submitted By:	LARRY C COPELAND
Title:	CEO
Phone Number:	419-423-7829
Email Address:	LCOPELAND@CAKFINANCIAL.COM