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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

JOHNATHON LELAND COPE

Advisor at TRUIST ADVISORY SERVICES, INC.

ATLANTA, GA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jul 9, 2007 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: TRUIST ADVISORY SERVICES, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 10, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Apr 10, 2007
First registration: Jul 9, 2007
Dual registered: yes, broker-dealer
Other names: JOHNATHON LELAND COPE|LELAND COPE JOHNATHAN|JOHNATHON LELAND COPE
IAPD individual key: 5123346

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
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Feb 17, 2021	n/a	yes	ATLANTA, GA	Current employment
BB&T SECURITIES, LLC	Former SEC adviser	Sep 16, 2016	Feb 17, 2021	no	ATLANTA, GA\|RICHMOND, VA	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Jun 1, 2011	Sep 2, 2016	no	PEACHTREE CITY, GA\|DOUGLASVILLE, GA\|VILLA RICA, GA\|CARROLLTON, GA\|FAYETTEVILLE, GA\|CONYERS, GA\|HIRAM, GA\|POWDER SPRINGS, GA\|CANTON, GA\|MARIETTA, GA\|CANTON, GA\|MARIETTA, GA\|ATLANTA, GA\|POWDER SPRINGS, GA	Previous registration
MIDSOUTH CAPITAL, INC.	n/a	Mar 11, 2010	May 18, 2011	no	ATLANTA, GA\|ATLANTA, GA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2009	Oct 26, 2009	no	LOGANVILLE, GA\|SUWANEE, GA\|LAWRENCEVILLE, GA\|SNELLVILLE, GA\|DULUTH, GA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Aug 6, 2008	Oct 23, 2009	no	SNELLVILLE, GA\|LOGANVILLE, GA\|SUWANEE, GA\|LAWRENCEVILLE, GA\|DULUTH, GA\|ALPHARETTA, GA	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	Jul 9, 2007	Jul 29, 2008	no	ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA	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
BB&T SECURITIES, LLC	TRUIST ADVISORY SERVICES, INC.	Feb 17, 2021	Feb 17, 2021	0	Bulk transfer	Ibd to ibd
INVEST FINANCIAL CORPORATION	BB&T SECURITIES, LLC	Sep 2, 2016	Sep 16, 2016	14	Firm change	Other
MIDSOUTH CAPITAL, INC.	INVEST FINANCIAL CORPORATION	May 18, 2011	Jun 1, 2011	14	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MIDSOUTH CAPITAL, INC.	Oct 26, 2009	Mar 11, 2010	136	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 23, 2009	Oct 23, 2009	0	Bulk transfer	Other
MORGAN KEEGAN & COMPANY, LLC	BANC OF AMERICA INVESTMENT SERVICES, INC.	Jul 29, 2008	Aug 6, 2008	8	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
12984:142785:GA:2016-09-02	Sep 2, 2016	Sep 16, 2016	POWDER SPRINGS, GA	Firm change

Relationships

Registered with (7)

→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Feb 17, 2021 to presentfactForm ADV
→ BB&T SECURITIES, LLCRegistered adviserregistration: previous registration
Sep 16, 2016 to Feb 17, 2021factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Jun 1, 2011 to Sep 2, 2016factForm ADV
→ MIDSOUTH CAPITAL, INC.Registered adviserregistration: previous registration
Mar 11, 2010 to May 18, 2011factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 23, 2009 to Oct 26, 2009factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Aug 6, 2008 to Oct 23, 2009factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
Jul 9, 2007 to Jul 29, 2008factForm ADV

Dated events

No dated event names this entity yet.