Best Investors Account Sign in
Current Employers
Coppell Advisory Solutions Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-07-25
  • PA RA
    APPROVED
    Since 2025-07-25

Branch Locations

Elizabethtown, PA • United States

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

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sound Control Lancaster PA 01/1993 12/2018
Stofflet Financial East Petersburg PA 02/2001 Present
Coppell Advisory Solutions, Llc East Petersburg PA 05/2014 09/2019
Coppell Advisory Solutions Dba Fusion Capital Management Lls Dallas TX 08/2021 09/2023
Coppell Advisory Solutions Llc Coppell TX 07/2025 Present
  • 01/1993 → 12/2018
    Sound Control
    Lancaster, PA
  • 02/2001 → Present
    Stofflet Financial
    East Petersburg, PA
  • 05/2014 → 09/2019
    East Petersburg, PA
  • 08/2021 → 09/2023
    Coppell Advisory Solutions Dba Fusion Capital Management Lls
    Dallas, TX
  • 07/2025 → Present
    Coppell, TX
Previous Registrations
Other Businesses

Mr Stofflet is an insurance agent. He spends approximately 60 hrs a month and 1/2 that time during market hours. He offers life, disability and health insurance products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-31
S63 Uniform Securities Agent State Law Examination 1997-06-11
  • S65 Uniform Investment Adviser Law Examination
    2014-03-31
  • S63 Uniform Securities Agent State Law Examination
    1997-06-11
Other Names
  • David J Stofflet

View on SEC IAPD

More in Elizabethtown, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor