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Leo Magpantay Biscocho

Coppell Advisory Solutions LLC

Dallas, TX

Stockton, CA

CRD 2986618

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Employer firm

Coppell Advisory Solutions LLC CRD 156549

$1.10B regulatory AUM 15 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Coppell Advisory Solutions Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2023-04-21
  • CA RA
    APPROVED_RES
    Since 2023-04-21

Branch Locations

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

3244 Brookside Rd. Suite 140, Stockton, CA 95219 • 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
Fusion Capital Management Coppell TX 04/2023 Present
Big Services Sacramento CA 05/2009 11/2019
Vg Capital Financial Services Stockton CA 06/2019 Present
  • 04/2023 → Present
    Fusion Capital Management
    Coppell, TX
  • 05/2009 → 11/2019
    Big Services
    Sacramento, CA
  • 06/2019 → Present
    Vg Capital Financial Services
    Stockton, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-01-15
  • S63 Uniform Securities Agent State Law Examination
    1998-01-15
Other Names
  • Leoncio M Biscocho
  • Leoncio Magpantay Biscocho

View on SEC IAPD

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