Calvin Marshall Rutledge

Current Employers

Coppell Advisory Solutions Llc

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

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2019-01-29
NH	RA	APPROVED	2019-01-29

MO RA
APPROVED

Since 2019-01-29
NH RA
APPROVED

Since 2019-01-29

Branch Locations

Poplar Bluff, MO • 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
Cr Financial Group, Llc Dba Rutledge	Poplar Bluff	MO	06/2004	Present
Royal Fund Management, Llc	The Villages	FL	02/2015	01/2019
Fusion Capital Management	Dallas	TX	01/2019	Present

06/2004 → Present

Cr Financial Group, Llc Dba Rutledge

Poplar Bluff, MO
02/2015 → 01/2019

Royal Fund Management, Llc

The Villages, FL
01/2019 → Present

Fusion Capital Management

Dallas, TX

Previous Registrations

2015-03-11 → 2019-01-29

Royal Fund Management, Llc

Poplar Bluff, MO

Sarasota, FL

Nashua, NH

Lady Lake, FL

Sarasota, FL

Nashua, NH
2012-02-01 → 2013-10-25

Voya Financial Advisors, Inc.

Tampa, FL

Sarasota, FL

Sarasota, FL
2010-10-27 → 2011-10-04

Gradient Advisors, Llc

Arden Hills, MN
2008-09-24 → 2010-10-29

Allegiant Financial Advisors, Llc

Miami Beach, FL
2008-06-16 → 2008-09-25

Envision Investment Advisors, Llc

Poplar Bluff, MO

Omaha, NE
2007-08-27 → 2008-06-03

First Financial Advisors, Llc

Scottsdale, AZ

Poplar Bluff, MO

Easley, SC
2007-07-04 → 2007-08-30

Kcd Financial, Inc.

Springfield, MO

Poplar Bluff, MO

Poplar Bluff, MO

Green Bay, WI

Other Businesses

1)INDEPENDENT INSURANCE AGENT;YES;3260 FRUITVILLE RD, STE B, SARASOTA, FL 34237;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;12/08/2011;160;160;SALES OF FIXED INSURANCE;

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-07-03
S63	Uniform Securities Agent State Law Examination	2003-05-31

S65 Uniform Investment Adviser Law Examination

2007-07-03
S63 Uniform Securities Agent State Law Examination

2003-05-31

View on SEC IAPD