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RIA / WealthAdvisor11 years in industry

CARSON POPE

Advisor at ASSETBUILDER, INC.

ALLEN, TX

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Search this name across graphsid dfx:ria:117008d3-f8ef-ff9f-8fb3-c37fed13e8d0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Oct 12, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ASSETBUILDER, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 29, 2015
First registration: Oct 12, 2015
Dual registered: no
Other names: CARSON POPE|CARSON MATTHEW POPE
IAPD individual key: 6369682

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASSETBUILDER, INC.	Independent wealth	Dec 22, 2025	n/a	yes	ALLEN, TX	Current employment
ALLIANCEBERNSTEIN L.P.	Other adviser	Mar 15, 2023	Feb 25, 2026	no	DALLAS, TX	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Jul 18, 2022	Jan 27, 2023	no	PLANO, TX	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Oct 12, 2015	Jul 11, 2022	no	FORT WORTH, TX\|FORT WORTH, TX\|FORT WORTH, TX\|RICHARDSON, TX\|DALLAS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALLIANCEBERNSTEIN L.P.	ASSETBUILDER, INC.	Feb 25, 2026	Dec 22, 2025	-65	Firm change after gap	Other
VANGUARD ADVISERS, INC.	ALLIANCEBERNSTEIN L.P.	Jan 27, 2023	Mar 15, 2023	47	Firm change	Other
EQUITABLE ADVISORS, LLC	VANGUARD ADVISERS, INC.	Jul 11, 2022	Jul 18, 2022	7	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ ASSETBUILDER, INC.Registered adviserregistration: current employment
Dec 22, 2025 to presentfactForm ADV
→ ALLIANCEBERNSTEIN L.P.Registered adviserregistration: previous registration
Mar 15, 2023 to Feb 25, 2026factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Jul 18, 2022 to Jan 27, 2023factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 12, 2015 to Jul 11, 2022factForm ADV

Dated events

Occurred
Feb 25, 2026
Advisor changed firm
Carson Pope left Alliancebernstein L.P. for Assetbuilder, Inc. (registered 2025-12-22)
Form ADVobserved 4 days ago
Occurred
Jan 27, 2023
Advisor changed firm
Carson Pope left Vanguard Advisers, Inc. for Alliancebernstein L.P. (registered 2023-03-15)
Form ADVobserved 4 days ago
Occurred
Jul 11, 2022
Advisor changed firm
Carson Pope left Equitable Advisors, Llc for Vanguard Advisers, Inc. (registered 2022-07-18)
Form ADVobserved 4 days ago