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Coppell Advisory Solutions LLC CRD 156549
$1.10B regulatory AUM 15 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-14 |
Branch Locations
863 Del Mar Downs Rd. Unit D, Solana Beach, CA 92075 • United States
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coppell Advisory Solutions, Llc | San Diego | CA | 04/2014 | Present |
| J. Wallace King Llc | San Diego | CA | 02/2014 | Present |
| Independent | San Diego | CA | 08/2013 | Present |
MR. KING IS A LICENSED FOR FIXED INSURANCE AND LONG TERM CARE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-10 |
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