Coleman Edward Campbell

Current Employers

Advocates Wealth Planning

920 Memorial City Way Suite 250, Houston, TX 77024 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2012-05-18

TX RA
APPROVED

Since 2012-05-18

Branch Locations

920 Memorial City Way Suite 250, Houston, TX 77024 • 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 No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Cypress Advisory Services Ltd., Llp	Houston	TX	05/2012	Present

05/2012 → Present

Cypress Advisory Services Ltd., Llp

Houston, TX

Previous Registrations

1996-11-14 → 2012-05-21

Msi Financial Services, Inc.

Houston, TX

Houston, TX

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1996-11-08

S63 Uniform Securities Agent State Law Examination

1996-11-08

Designations

Other Names

Cole Campbell

View on SEC IAPD