Jeffrey Bopp is a registered investment advisor, based in Dallas, TX, with 10 years of industry experience.
Location
1920 Mckinney Avenue, Suite 1150, Dallas, TX, 75201
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Steward Partners Investment Solutions, LLC
May 2023 - Present · 3 yrs
Steward Partners Investment Solutions, LLCBroker
May 2023 - Present · 3 yrs
Steward Partners Investment Advisory, LLC
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
May 2015 - April 2023 · 7 yrs 11 mos
State Registrations26 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.