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Joshua Karl Greenberg

Coppell Advisory Solutions LLC

Fort Lauderdale, FL

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Current Employers
Coppell Advisory Solutions Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Fort Lauderdale, FL • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Greenburg Tax & Insurance Cooper City FL 09/2008 Present
Fusion Investment Advisors, Llc Cooper City FL 02/2012 Present
Motiv8 Investments Llc Fort Lauderdale FL 07/2017 09/2017
  • 09/2008 → Present
    Greenburg Tax & Insurance
    Cooper City, FL
  • 02/2012 → Present
    Fusion Investment Advisors, Llc
    Cooper City, FL
  • 07/2017 → 09/2017
    Fort Lauderdale, FL
Previous Registrations
  • 2017-07-26 → 2017-09-21
    Port St Lucie, FL
  • 2009-10-02 → 2012-01-30
    American Investment Services
    Cooper City, FL
Other Businesses

Investment Adviser Representative at FUSION INVESTMENT ADVISORS, LLC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-09-02
  • S65 Uniform Investment Adviser Law Examination
    2009-09-02
Other Names
  • Josh Greenberg

View on SEC IAPD

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