Best Investors Account Sign in
Inactive

Shaun Francis Moynihan

Coppell Advisory Solutions LLC

Belmont, NC

Dallas, TX

Claim This Profile
Current Employers
Coppell Advisory Solutions Llc

9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-10-15
  • NC RA
    APPROVED
    Since 2021-10-15

Branch Locations

123 N. Main St, Belmont, NC 28012 • United States

9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Belmont Capital Advisors Belmont NC 09/2015 09/2021
Kalos Capital Alpharetta GA 03/2017 07/2019
Kalos Management Alpharetta GA 03/2017 07/2019
Dempsey Lord Smith, Llc Rome GA 07/2019 10/2021
Coppell Advisory Solutions Llc Dba Fusion Capital Management Dallas TX 01/2021 Present
  • 09/2015 → 09/2021
    Belmont Capital Advisors
    Belmont, NC
  • 03/2017 → 07/2019
    Kalos Capital
    Alpharetta, GA
  • 03/2017 → 07/2019
    Kalos Management
    Alpharetta, GA
  • 07/2019 → 10/2021
    Dempsey Lord Smith, Llc
    Rome, GA
  • 01/2021 → Present
    Coppell Advisory Solutions Llc Dba Fusion Capital Management
    Dallas, TX
Previous Registrations
  • 2019-07-22 → 2021-10-14
    Dempsey Lord Smith, Llc
    Rome, GA
    Rome, GA
    Belmont, NC
    Cornelius, NC
  • 2017-06-07 → 2019-07-22
    Kalos Management
    Belmont, NC
    Ponte Vedra Beach, FL
  • 2013-06-18 → 2015-10-05
    Securities America Advisors, Inc.
    Huntersville, NC
  • 2004-09-09 → 2013-06-03
    Tca Financial Group, Llc
    Charlotte, NC
    Charlotte, NC
  • 2003-01-14 → 2004-09-10
    Equitable Advisors, Llc
    Charlotte, NC
  • 2002-04-04 → 2002-12-17
    Ubs Financial Services Inc.
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-04-03
  • S66 Uniform Combined State Law Examination
    2002-04-03
Other Names
  • Shaun F Moynihan

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ADVISORSTRUST PARTNERS LLC
PROSPERA FINANCIAL SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CREDIT UNION INVESTMENT SERVICES
EDWARD JONES

Other Investors

Elizabeth A Bartunek
Mark E Lucas
PATRICK CAREY OWENS
RAYMOND ALLEN WHITNER
MICHAEL ERIC FAYED
DAVID WATTS MCMAHAN
Maxwell Sommers Neisler
ANNA MCMAHAN HOUSER

Other Offices

J.P. MORGAN SECURITIES LLC · Belmont, NC
WELLS FARGO CLEARING SERVICES, LLC · BELMONT, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Belmont, NC
ADVISORSTRUST PARTNERS LLC · Belmont, NC
PROSPERA FINANCIAL SERVICES, INC. · Belmont, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Belmont, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Belmont, NC
CREDIT UNION INVESTMENT SERVICES · Belmont, NC

More in Belmont, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor