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RIA / WealthAdvisorCertified Financial Planner13 years in industry

ROBERT PATERSON COPE

Advisor at COPE PRIVATE WEALTH

BIRMINGHAM, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:45c30909-69d5-d747-638c-2f26f5178b98

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 15, 2017 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: COPE PRIVATE WEALTH
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 15, 2017
First registration: Sep 15, 2017
Dual registered: no
Other names: Bobby Cope
IAPD individual key: 6651051

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
COPE PRIVATE WEALTH	State registered	Nov 17, 2020	n/a	yes	BIRMINGHAM, AL	Current employment
RFG ADVISORY, LLC	Independent wealth	Jan 6, 2020	Nov 17, 2020	no	BIRMINGHAM, AL\|VESTAVIA HILLS, AL	Previous registration
WILLIS JOHNSON WEALTH	Independent wealth	Sep 15, 2017	Jan 6, 2020	no	HOUSTON, 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
RFG ADVISORY, LLC	COPE PRIVATE WEALTH	Nov 17, 2020	Nov 17, 2020	0	Firm change	RIA to state RIA
WILLIS JOHNSON WEALTH	RFG ADVISORY, LLC	Jan 6, 2020	Jan 6, 2020	0	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
158401:309351:AL:2020-11-17	Nov 17, 2020	Nov 17, 2020	VESTAVIA HILLS, AL	Firm change

Relationships

Registered with (3)

→ COPE PRIVATE WEALTHRegistered adviserregistration: current employment
Nov 17, 2020 to presentfactForm ADV
→ RFG ADVISORY, LLCRegistered adviserregistration: previous registration
Jan 6, 2020 to Nov 17, 2020factForm ADV
→ WILLIS JOHNSON WEALTHRegistered adviserregistration: previous registration
Sep 15, 2017 to Jan 6, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:45c30909-69d5-d747-638c-2f26f5178b98
First observed: Sep 15, 2017
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ROBERT PATERSON COPE

Advisor at COPE PRIVATE WEALTH

BIRMINGHAM, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:45c30909-69d5-d747-638c-2f26f5178b98

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:50 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

COPE PRIVATE WEALTH

State registered

Nov 17, 2020

n/a

yes

BIRMINGHAM, AL

Current employment

RFG ADVISORY, LLC

Independent wealth

Jan 6, 2020

Nov 17, 2020

BIRMINGHAM, AL|VESTAVIA HILLS, AL

Previous registration

WILLIS JOHNSON WEALTH

Independent wealth

Sep 15, 2017

Jan 6, 2020

HOUSTON, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

RFG ADVISORY, LLC

COPE PRIVATE WEALTH

Nov 17, 2020

Firm change

RIA to state RIA

WILLIS JOHNSON WEALTH

RFG ADVISORY, LLC

Jan 6, 2020

Firm change

RIA to RIA

Team

Left

Joined

From

Kind

158401:309351:AL:2020-11-17

Nov 17, 2020

VESTAVIA HILLS, AL

Firm change