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Joseph Michael Cope

Cope Connelly

Arlington, VA

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Current Employers
Cope Connelly

1700 N. Moore St. Suite 1130, Arlington, VA 22209 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-02-24
  • VA RA
    APPROVED
    Since 2021-02-24

Branch Locations

1700 N. Moore St. Suite 1130, Arlington, VA 22209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Guardian Life Insurance Company Bethesda MD 07/2006 01/2019
Park Avenue Securities Bethesda MD 08/2006 01/2019
Cope Connelly Washington DC 02/2019 Present
Jarred Bunch Consulting, Llc Washington DC 01/2019 12/2020
First Financial Group Bethesda MD 09/2005 02/2019
Xps Capital Llc Washington DC 11/2020 Present
  • 07/2006 → 01/2019
    Guardian Life Insurance Company
    Bethesda, MD
  • 08/2006 → 01/2019
    Park Avenue Securities
    Bethesda, MD
  • 02/2019 → Present
    Washington, DC
  • 01/2019 → 12/2020
    Jarred Bunch Consulting, Llc
    Washington, DC
  • 09/2005 → 02/2019
    First Financial Group
    Bethesda, MD
  • 11/2020 → Present
    Xps Capital Llc
    Washington, DC
Previous Registrations
Other Businesses

1.) COPE CONNELLY; INVESTMENT RELATED; START 01/21/2019; 160 HOURS/MONTH; 160 HOURS/MONTH DURING MARKET HOURS; WASHINGTON; DC; OWNER; FINANCIAL SERVICE BUSINESS; MANAGING PARTNER AND ADVISER DUTIES. 2.) Insurance Agent with Mass Mutual at West Point Financial Agency in Indianapolis, IN. 3) C4M GLOBAL ADVISORS LLC; MANAGING MEMBER;INVESTMENT RELATED: YES; 816 CONNECTICUT AVE SUITE # 800 WASHINGTON, D.C. DISTRICT OF COLUMBIA 20006 USA; RELATED ADVISER OF COPE CONNELLY RIA.; MANAGING OPERATIONS AND INVESTMENTS FOR HEDGE FUND BUSINESS.; 2023-02-14; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 20;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 0;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 0; 4) Prosomnus Sleep Technologies; General Partner; Location of the business: 5675 Gibraltar Drive Pleasanton CA 94588; Responsibilities Duties: Public Relations.; Start date: 2024-08-01; Hours devoted to business during trading hours: 4; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 1.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-05-15
  • S66 Uniform Combined State Law Examination
    2004-05-15
Designations
Other Names
  • Joseph Michael Cope
  • Joseph M Cope

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