Inactive

Steven Michael Watkins

Coppell Advisory Solutions LLC

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Current Employers

Coppell Advisory Solutions Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-05-28

TX RA
APPROVED

Since 2025-05-28

Branch Locations

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

Frisco, TX • 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

Organization	City	State	From	To
H.D. Vest Investment Services	Irving	TX	06/2002	02/2020
H.D. Vest Advisory Services	Frisco	TX	02/2004	02/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Frisco	TX	02/2020	05/2025
Coppell Advisory Solutions Llc	Coppell	TX	05/2025	Present

06/2002 → 02/2020

H.D. Vest Investment Services

Irving, TX
02/2004 → 02/2020

H.D. Vest Advisory Services

Frisco, TX
02/2020 → 05/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Frisco, TX
05/2025 → Present

Coppell Advisory Solutions Llc

Coppell, TX

Previous Registrations

2020-04-06 → 2025-05-19

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Denver, CO

Frisco, TX

New York, NY

New York, NY

Frisco, TX
2004-02-09 → 2020-02-24

Avantax Advisory Services

Irving, TX

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1997-04-04

S63 Uniform Securities Agent State Law Examination

1997-04-04

Designations

Other Names

Steven Michael Watkins

View on SEC IAPD

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