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Detailed Report
JOHNATHON LELAND COPE
JOHNATHAN LELAND COPE, LELAND COPE JOHNATHAN
CRD#: 5123346
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 3620 PEACHTREE ROAD NE
SUITE 250
ATLANTA, GA 30303
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 3333 PEACHTREE RD NE
FL 3
ATLANTA, GA 30326
Registration History
200620082010201220142016201820202022202420262 FIRMS2008 - 2009 (1 year)2 FIRMS2009 - 2009 (<1 year)2 FIRMS2011 - 2016 (5 years)2 FIRMS2016 - 2021 (4 years)2 FIRMS2021 - Present (4 years)BMIDSOUTH CAPITAL, INC. (CRD# 35039)2010 - 2011 (1 year)BMORGAN KEEGAN & COMPANY, INC. (CRD# 4161)2006 - 2008 (1 year)IAMIDSOUTH CAPITAL, INC. (CRD# 35039)2011 - 2011 (<1 year)IAMIDSOUTH CAPITAL, INC. (CRD# 35039)2010 - 2010 (<1 year)IAMORGAN KEEGAN & COMPANY, INC. (CRD# 4161)2007 - 2008 (1 year)
Disclosure(s)
View By:
2/19/2016
Customer Dispute
Closed-No Action
6/19/2015
Customer Dispute
Settled
3/30/2011
Customer Dispute
Denied
License(s)

State Registrations

B
Alabama 2/17/2021
B
Missouri 2/17/2021
B
Alaska 2/17/2021
B
Montana 2/17/2021
B
California 9/15/2021
B
New Hampshire 2/17/2021
B
Colorado 2/17/2021
B
New Jersey 4/17/2023
B
District of Columbia 2/17/2021
B
New York 2/17/2021
B
Florida 2/17/2021
B
North Carolina 2/17/2021
B
Georgia 2/17/2021
B
Ohio 2/17/2021
IA
Georgia 2/17/2021
B
Pennsylvania 6/28/2021
B
Hawaii 1/22/2025
B
South Carolina 2/17/2021
B
Illinois 3/11/2024
B
Tennessee 2/17/2021
B
Kentucky 2/17/2021
B
Texas 2/17/2021
B
Louisiana 11/15/2022
B
Utah 2/17/2021
B
Maryland 3/20/2024
B
Virginia 2/17/2021
B
Massachusetts 3/7/2022
B
Washington 3/20/2024
B
Michigan 2/17/2021
B
Wyoming 9/16/2024
B
Mississippi 7/19/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
3333 PEACHTREE RD NE FL 3, ATLANTA, GA 30326
ATLANTA, GA
Registered with this firm since 2/17/2021
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
3620 PEACHTREE ROAD NE SUITE 250, ATLANTA, GA 30303
Registered with this firm since 2/17/2021
Previous Registration(s)
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IA
 09/16/2016 - 02/17/2021 BB&T SECURITIES, LLC (CRD#:142785) RICHMOND, VA
B
 09/02/2016 - 02/17/2021 BB&T SECURITIES, LLC (CRD#:142785) RICHMOND, VA
IA
 06/01/2011 - 09/02/2016 INVEST FINANCIAL CORPORATION (CRD#:12984) CANTON, GA
B
 05/31/2011 - 09/02/2016 INVEST FINANCIAL CORPORATION (CRD#:12984) CANTON, GA
IA
 01/12/2011 - 05/18/2011 MIDSOUTH CAPITAL, INC. (CRD#:35039) ATLANTA, GA
B
 03/11/2010 - 05/18/2011 MIDSOUTH CAPITAL, INC. (CRD#:35039) ATLANTA, GA
IA
 03/11/2010 - 12/31/2010 MIDSOUTH CAPITAL, INC. (CRD#:35039) ATLANTA, GA
IA
 10/23/2009 - 10/26/2009 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) LOGANVILLE, GA
B
 10/23/2009 - 10/26/2009 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) LOGANVILLE, GA
IA
 08/06/2008 - 10/23/2009 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) SNELLVILLE, GA
B
 07/29/2008 - 10/23/2009 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) SNELLVILLE, GA
IA
 07/09/2007 - 07/29/2008 MORGAN KEEGAN & COMPANY, INC. (CRD#:4161) ATLANTA, GA
B
 12/07/2006 - 07/29/2008 MORGAN KEEGAN & COMPANY, INC. (CRD#:4161) ATLANTA, GA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.