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EC

Elijah W. Copas

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CRD#: 6619716
EC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Elijah Wayne Copas, who also goes by Eli Copas, Elijah Copas, was a registered financial professional .

Elijah is a previously registered financial professional and started their career in finance in 2016. Elijah had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eli Copas | Elijah Copas

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1). Self Employed Insurance Agent; yes investment related; 430 Sunnyslope Ct N, Andover, KS 67002; agent; life, disability, LTC, annuity sales and group retirement plans; 02/16/2011-present; 30 Hours/month(30 during market hours). 2). Kansas University Medical School, Not investment related; 1010 N. Kansas Street, Wichita, KS 67214. Medical School PRN; Standardized Patient; 08/28/2018-present; 2 Hours/Month (2 during security trading hours/month); Pretend to be a patient for medical students, memorize fake patient profile and get "examined,".

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 7, 2020 - December 31, 2024

LEGACY MAP DESIGN, LLC

RIA
CRD#: 297269
ANDOVER, KS
Past

April 6, 2016 - December 31, 2019

ON INVESTMENT MANAGEMENT CO

RIA
CRD#: 105662
Wichita, KS
Past

April 6, 2016 - December 31, 2019

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
WICHITA, KS

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/4/2016
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LM
LEGACY MAP DESIGN, LLC
LEGACY MAP DESIGN, LLC

CRD#: 297269 / SEC#:

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Contact information


Main Address
1649 S Butternut St Suite 218, Wichita, KS 67230
Mailing Address
Phone number
(316) 213-4101
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts133
AUM (Assets Under Management)$ 6,300,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LEGACY MAP DESIGN, LLC

CRD#: 297269

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