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Detailed Report
JOHNATHON LELAND COPE
JOHNATHAN LELAND COPE, LELAND COPE JOHNATHAN
CRD#: 5123346
IA
Investment Adviser
B
Broker Regulated by FINRA
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 3630 PEACHTREE RD, NE
STE 250
ATLANTA, GA 30326
+1
Registration History
200620082010201220142016201820202022202420262 FIRMS2008 - 2009 (1 year)2 FIRMS2009 - 2009 (<1 year)2 FIRMS2011 - 2016 (5 years)2 FIRMS2016 - 2021 (4 years)2 FIRMS2021 - Present (4 years)BMIDSOUTH CAPITAL, INC. (CRD# 35039)2010 - 2011 (1 year)BMORGAN KEEGAN & COMPANY, INC. (CRD# 4161)2006 - 2008 (1 year)IAMIDSOUTH CAPITAL, INC. (CRD# 35039)2011 - 2011 (<1 year)IAMIDSOUTH CAPITAL, INC. (CRD# 35039)2010 - 2010 (<1 year)IAMORGAN KEEGAN & COMPANY, INC. (CRD# 4161)2007 - 2008 (1 year)
Disclosure(s)
View By:
2/19/2016
Customer Dispute
Closed-No Action
6/19/2015
Customer Dispute
Settled
3/30/2011
Customer Dispute
Denied
License(s)

State Registrations

B
Alabama
B
Mississippi
B
Alaska
B
Missouri
B
California
B
Montana
B
Colorado
B
New Hampshire
B
District of Columbia
B
New Jersey
B
Florida
B
New York
B
Georgia
B
North Carolina
IA
Georgia
B
Ohio
B
Hawaii
B
Pennsylvania
B
Illinois
B
South Carolina
B
Kentucky
B
Tennessee
B
Louisiana
B
Texas
IA
Louisiana
B
Utah
B
Maryland
B
Virginia
B
Massachusetts
B
Washington
B
Michigan
B
Wyoming

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
3630 PEACHTREE RD, NE STE 250, ATLANTA, GA 30326
Registered with this firm since 2/17/2021
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
3630 PEACHTREE RD, NE STE 250, ATLANTA, GA 30326
Registered with this firm since 2/17/2021
Previous Registration(s)
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IA
 09/16/2016 - 02/17/2021 BB&T SECURITIES, LLC (CRD#:142785) RICHMOND, VA
B
 09/02/2016 - 02/17/2021 BB&T SECURITIES, LLC (CRD#:142785) RICHMOND, VA
IA
 06/01/2011 - 09/02/2016 INVEST FINANCIAL CORPORATION (CRD#:12984) CANTON, GA
B
 05/31/2011 - 09/02/2016 INVEST FINANCIAL CORPORATION (CRD#:12984) CANTON, GA
IA
 01/12/2011 - 05/18/2011 MIDSOUTH CAPITAL, INC. (CRD#:35039) ATLANTA, GA
B
 03/11/2010 - 05/18/2011 MIDSOUTH CAPITAL, INC. (CRD#:35039) ATLANTA, GA
IA
 03/11/2010 - 12/31/2010 MIDSOUTH CAPITAL, INC. (CRD#:35039) ATLANTA, GA
IA
 10/23/2009 - 10/26/2009 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) LOGANVILLE, GA
B
 10/23/2009 - 10/26/2009 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) LOGANVILLE, GA
IA
 08/06/2008 - 10/23/2009 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) SNELLVILLE, GA
B
 07/29/2008 - 10/23/2009 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) SNELLVILLE, GA
IA
 07/09/2007 - 07/29/2008 MORGAN KEEGAN & COMPANY, INC. (CRD#:4161) ATLANTA, GA
B
 12/07/2006 - 07/29/2008 MORGAN KEEGAN & COMPANY, INC. (CRD#:4161) ATLANTA, GA
Additional Information

The content of this summary, and the available detailed report, is governed by FINRA Rule 8312, and is primarily based on information filed on uniform registration forms. Rule 8312, amendments to the rule and notices related to U.S. Securities and Exchange Commission approval orders, can be viewed here.

State regulators are governed by their public records laws (not FINRA Rule 8312), and may provide information not in BrokerCheck, including information no longer required to be reported or updated on uniform registration forms due, for example, to its age or final disposition. You may contact your state regulator to request this additional information.

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B
Broker

A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both.
Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.

IA
Investment Adviser

An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
It is common for a financial professional to act as both a broker and an investment adviser. Because of this, we include investment advisers on BrokerCheck, and provide links to the SEC's Investment Adviser Public Disclosure (IAPD) website so you can research further.

PR
Previously Registered

A Previously Registered broker or brokerage firm is not currently licensed to act as a broker (buying and selling securities on behalf of customers) or as an investment adviser (providing advice about securities to clients). They may still be able to offer other investment-related services if properly licensed to do so. Click here to learn more.

Disclosures

Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.

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