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Brian Richard Pope

Pope Wealth Management

Lakewood Ranch, FL

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Current Employers
Pope Wealth Management

9040 Town Center Parkway, Lakewood Ranch, FL 34202 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-10-01
  • FL RA
    APPROVED
    Since 2020-10-01

Branch Locations

9040 Town Center Parkway, Lakewood Ranch, FL 34202 • 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
Hartley Moore Wealth Management, Llc Sarasota FL 06/2014 02/2017
Pope Financial Planning, Llc Dba Divorce Financial Solutions Bradenton FL 11/2011 Present
Dale K. Ehrhart, Inc. 100-A W Venice Ave FL 02/2017 12/2020
Mulligan Financial Group Lakewood Ranch FL 07/2020 Present
  • 06/2014 → 02/2017
    Hartley Moore Wealth Management, Llc
    Sarasota, FL
  • 11/2011 → Present
    Pope Financial Planning, Llc Dba Divorce Financial Solutions
    Bradenton, FL
  • 02/2017 → 12/2020
    100-A W Venice Ave, FL
  • 07/2020 → Present
    Mulligan Financial Group
    Lakewood Ranch, FL
Previous Registrations
  • 2017-06-22 → 2021-04-01
    Venice, FL
  • 2014-09-22 → 2017-06-29
    Emergent Investor Services, Llc
    Lakewood Ranch, FL
  • 2011-10-05 → 2015-12-31
    Pope Financial Planning, Llc
    Bradenton, FL
Other Businesses

Divorce Financial Solutions provides divorce financial counseling. Serve as financial neutral on a collaborative divorce team. Paid hourly fee. Not investment or investment advice related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-09-15
  • S65 Uniform Investment Adviser Law Examination
    2011-09-15
Designations

View on SEC IAPD

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