DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Nathan J Bopp
Certified Financial Planner
Feed of 09/14/2026
Also filed as Nathan John Bopp
At current firm
7 y
since May 22, 2019
In the industry
25 y
since Sep 21, 2000 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Captrust institutional currentsince May 22, 2019 · Uniontown, Oh
- Cornerstone Capital Advisors formerJan 2, 2008 to Jul 31, 2019 · Uniontown, Oh
- Chase Investment Services Corp. formerJul 6, 2005 to Oct 9, 2007 · Massillon, Oh
- Banc One Securities Corporation unclassifiedOct 22, 2004 to Jul 6, 2005 · Massillon, Oh
- Pruco Securities, LLC no RAUMMay 2, 2002 to Oct 5, 2004 · Uniontown, Oh
Moves
a registration end followed by a registration begin elsewhere
- Cornerstone Capital Advisors to Captrustleft Jul 31, 2019, registered May 22, 2019 (-70 days) · Other · moved with a team
- Chase Investment Services Corp. to Cornerstone Capital Advisorsleft Oct 9, 2007, registered Jan 2, 2008 (85 days) · Other
- Banc One Securities Corporation to Chase Investment Services Corp.left Jul 6, 2005, registered Jul 6, 2005 (0 days) · corporate re-registration, not a move
- Pruco Securities, LLC to Banc One Securities Corporationleft Oct 5, 2004, registered Oct 22, 2004 (17 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Institutional managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address