Devin B. Pope

NILSINE PARTNERS

COTTONWOOD HEIGHTS, UT 84121

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CRD#: 4637903

Professional summary

Devin B Pope, CFP® is a registered financial advisor currently at NILSINE PARTNERS, LLC located in Cottonwood Heights, Utah.

Devin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Devin has worked at 5 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) POPE MANAGEMENT, LLC; INVESTMENT-RELATED; 1822 MEADOWMOOR ROAD HOLLADAY UT 84117; REAL ESTATE MANAGEMENT; MANAGER; START DATE: 2010; 1 HOUR/MONTH; 0 HOURS/MONTH DURING SECURITIES TRADING HOURS; MANAGES AN LLC THAT OWNS RENTAL PROPERTIES. 2) R&N VENTURES, LLC; INVESTMENT-RELATED; VENDING MACHINE; MANAGER; 4/2025; APPROXIMATELY 2 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; OWNS LLC THAT OWNS VENDING MACHINES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devin B Pope's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

April 17, 2023 - Present

NILSINE PARTNERS, LLC

Office #1: 2825 E. Cottonwood Pkwy, Suite 500, Cottonwood Heights, UT 84121

RIA

CRD#: 315694

COTTONWOOD HEIGHTS, UT

Past

October 3, 2006 - January 29, 2024

ALBION FINANCIAL GROUP

RIA

CRD#: 105957

SALT LAKE CITY, UT

Past

April 19, 2005 - July 10, 2006

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

MURRAY, UT

Past

March 29, 2005 - July 10, 2006

ONEAMERICA SECURITIES, INC.

CRD#: 4173

MURRAY, UT

Past

January 6, 2005 - April 26, 2005

CREW WEALTH MANAGEMENT

RIA

CRD#: 132867

SAN LUIS OBISPO, CA

Past

January 21, 2004 - November 8, 2004

LPL FINANCIAL LLC

RIA

CRD#: 6413

SAN LUIS OBISPO, CA

Past

August 29, 2003 - November 8, 2004

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NILSINE PARTNERS, LLC

NILSINE PARTNERS | NILSINE PARTNERS, LLC

CRD#: 315694 / SEC#: 801-122071

RIA

Registered Investment Advisory firm - (8/12/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(4/17/2023)

IAR

Texas
(5/12/2025)

IAR

Utah
(4/18/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/12/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/20/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/28/2003

General Securities Representative Examination

Current Firm

NILSINE PARTNERS, LLC

NILSINE PARTNERS | NILSINE PARTNERS, LLC

CRD#: 315694 / SEC#: 801-122071

RIA

Registered Investment Advisory firm - (8/12/2021 Approved)

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Contact information

Main Address

5675 Dtc Boulevard Suite 175, Greenwood Village, CO 80111

Mailing Address

Phone number

(303) 529-5800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,510
AUM (Assets Under Management)	$ 1,711,323,950

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Devin B. Pope

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devin B Pope's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALBION FINANCIAL GROUP

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

CREW WEALTH MANAGEMENT

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

NILSINE PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/12/2004

Series 63

Date: 11/20/2003

Series 7

Date: 8/28/2003

Current Firm

NILSINE PARTNERS, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NILSINE PARTNERS, LLC

TRUST BUT VERIFY

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