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Robert Paterson Cope

Cope Private Wealth

Birmingham, AL

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Current Employers
Cope Private Wealth

2000 Southbridge Parkway Suite 625, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2020-11-17
  • AL RA
    APPROVED
    Since 2020-11-17

Branch Locations

2000 Southbridge Parkway Suite 625, Birmingham, AL 35209 • 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
Delta Kappa Epsilon International Fraternity Tuscaloosa AL 01/2016 12/2016
Willis Johnson & Associates Houston TX 05/2017 03/2019
The University Of Alabama Tuscaloosa AL 08/2013 05/2017
Fsc Securities Corp Atlanta GA 05/2017 01/2018
Willis Johnson & Associates Houston TX 03/2019 01/2020
Private Client Services Birmingham AL 01/2020 11/2020
Rfg Advisory, Llc Dba Cope Private Wealth Birmingham AL 01/2020 11/2020
Cope Private Wealth Birmingham AL 11/2020 Present
  • 01/2016 → 12/2016
    Delta Kappa Epsilon International Fraternity
    Tuscaloosa, AL
  • 05/2017 → 03/2019
    Willis Johnson & Associates
    Houston, TX
  • 08/2013 → 05/2017
    The University Of Alabama
    Tuscaloosa, AL
  • 05/2017 → 01/2018
    Fsc Securities Corp
    Atlanta, GA
  • 03/2019 → 01/2020
    Willis Johnson & Associates
    Houston, TX
  • 01/2020 → 11/2020
    Private Client Services
    Birmingham, AL
  • 01/2020 → 11/2020
    Rfg Advisory, Llc Dba Cope Private Wealth
    Birmingham, AL
  • 11/2020 → Present
    Cope Private Wealth
    Birmingham, AL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-15
  • S66 Uniform Combined State Law Examination
    2017-08-15
Designations
Other Names
  • Bobby Cope

View on SEC IAPD

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Luke Banks
David Mathews
MARILYN ANN EDDINGS
JAMES IRA MCCORMICK
MELANIE SHIRLEY DICKINSON
BRENNA ROSE PRITCHETT

Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · BIRMINGHAM, AL
PFS INVESTMENTS INC. · HOOVER, AL
PMD ADVISORY · HOOVER, AL
CETERA INVESTMENT ADVISERS LLC · BIRMINGHAM, AL
CETERA INVESTMENT ADVISERS LLC · HOOVER, AL
NFSG CORPORATION · HOOVER, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Hoover, AL
PFS INVESTMENTS INC. · HOOVER, AL

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