DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner26 years in industry

Nathan J Bopp

Advisor at CAPTRUST

Uniontown, OH

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:73d37348-70dc-1c3f-4dd8-910b478bdf89

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 2, 2002 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: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 21, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 21, 2000
First registration: May 2, 2002
Dual registered: no
Other names: NATHAN JOHN BOPP
IAPD individual key: 3250005

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
Captrust	Institutional manager	May 22, 2019	n/a	yes	Uniontown, OH	Current employment
CORNERSTONE CAPITAL ADVISORS	Former SEC adviser	Jan 2, 2008	Jul 31, 2019	no	UNIONTOWN, OH	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jul 6, 2005	Oct 9, 2007	no	MASSILLON, OH\|MASSILLON, OH	Previous registration
BANC ONE SECURITIES CORPORATION	n/a	Oct 22, 2004	Jul 6, 2005	no	MASSILLON, OH	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	May 2, 2002	Oct 5, 2004	no	UNIONTOWN, OH	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
CORNERSTONE CAPITAL ADVISORS	Captrust	Jul 31, 2019	May 22, 2019	-70	Firm change after gap	Other
CHASE INVESTMENT SERVICES CORP.	CORNERSTONE CAPITAL ADVISORS	Oct 9, 2007	Jan 2, 2008	85	Firm change	Other
BANC ONE SECURITIES CORPORATION	CHASE INVESTMENT SERVICES CORP.	Jul 6, 2005	Jul 6, 2005	0	Bulk transfer	Other
PRUCO SECURITIES, LLC	BANC ONE SECURITIES CORPORATION	Oct 5, 2004	Oct 22, 2004	17	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
107230:175112:OH:2019-07-31	Jul 31, 2019	May 22, 2019	UNIONTOWN, OH	Firm change after gap

Relationships

Registered with (5)

→ CAPTRUSTRegistered adviserregistration: current employment
May 22, 2019 to presentfactForm ADV
→ CORNERSTONE CAPITAL ADVISORSRegistered adviserregistration: previous registration
Jan 2, 2008 to Jul 31, 2019factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jul 6, 2005 to Oct 9, 2007factForm ADV
→ BANC ONE SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Oct 22, 2004 to Jul 6, 2005factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
May 2, 2002 to Oct 5, 2004factForm ADV

Dated events

No dated event names this entity yet.