Best Investors Account Sign in
Inactive

Miguel Angel Hernandez

Coppell Advisory Solutions LLC

South Pasadena, CA

Claim This Profile
Current Employers
Coppell Advisory Solutions Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
LA RA APPROVED 2022-09-08
TX RA APPROVED_RES 2022-09-08
  • CA RA
    APPROVED
    Since 2025-01-01
  • LA RA
    APPROVED
    Since 2022-09-08
  • TX RA
    APPROVED_RES
    Since 2022-09-08

Branch Locations

729 Mission St. Suite 300, South Pasadena, CA 91030 • 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 Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mah Financial Strategies Inc. Pomona CA 05/2006 Present
Legacy Full Circle Financial & Insurance Covina CA 02/2011 Present
Pacific Realty Center Covina CA 02/2012 Present
Copeland Group Marketing Covina CA 03/2012 Present
Healthnet Covina CA 06/2012 Present
Notary Public Covina CA 01/1999 Present
Dj Chicago Covina CA 06/1998 Present
Debtmerica Llc Covina CA 01/2012 Present
Aflac West Covina CA 03/2013 Present
Foresters Equity Services, Inc Covina CA 04/2014 Present
Fusion Capital Management South Pasadena CA 11/2018 Present
  • 05/2006 → Present
    Mah Financial Strategies Inc.
    Pomona, CA
  • 02/2011 → Present
    Legacy Full Circle Financial & Insurance
    Covina, CA
  • 02/2012 → Present
    Pacific Realty Center
    Covina, CA
  • 03/2012 → Present
    Copeland Group Marketing
    Covina, CA
  • 06/2012 → Present
    Healthnet
    Covina, CA
  • 01/1999 → Present
    Notary Public
    Covina, CA
  • 06/1998 → Present
    Dj Chicago
    Covina, CA
  • 01/2012 → Present
    Debtmerica Llc
    Covina, CA
  • 03/2013 → Present
    Aflac
    West Covina, CA
  • 04/2014 → Present
    Foresters Equity Services, Inc
    Covina, CA
  • 11/2018 → Present
    Fusion Capital Management
    South Pasadena, CA
Previous Registrations
  • 2014-04-08 → 2016-11-22
    Foresters Equity Services, Inc.
    Covina, CA
    Glendora, CA
    Covina, CA
  • 2013-01-17 → 2013-12-31
    Vanguard Capital
    Evergreen, CO
    Covina, CA
Other Businesses

1. DJ CHICAGO; NON-INVST RELATED; 564 E. CYRPESS ST COVINA CA 91723; OCCASIONAL PROMOTER FOR CLUBS AND RE-MIX; STARTED 06-1998; 2 HOURS PER MONTH 2. MIGUEL HERNANDEZ NOTARY PUBLIC; NON-INVST RELATED; PROVIDES NOTARY SERVICES AS AN INDEPENDENT PROVIDER; STARTED 01-1999; 2 HOURS PER MONTH 3.MAH FINANCIAL STRATEGIES; NON-INVST RELATED;564 E. CYPRESS ST COVINA, CA 91723; DBA USED TO MAINTAIN A BUSINESS BANK ACCOUNT, PAY ADMINISTRATIVE STAFF AND FUTURE REAL ESTATE INVESTING; STARTED 05/2006; 8 HRS. PER MONTH 4. LEGACY FULL CIRCLE FINANCIAL & INSURANCE SERVICES;903 GRAND AVE COVINA CA 91724; MARKETING COMPANY SELLING LIFE INSURANCE & ANNUITIES;WORKS AS AN INDEPENDENT SALES REPRESENTATIVE; STARTED 02/2011; 30 HOURS PER MONTH 5.DEBTMERICA LLC; NON-INVST RELATED; 564 E. CYPRESS ST COVINA, CA 91723; DEBT SETTLEMENT SERVICES A/ WORKS AS AN INDEPENDENT SALES AGENT; STARTED 01/2012; 2 HOURS PER MONTH 6.PACIFIC REALTY CENTER; NON- INVST RELATED; 430 E. SAN BER RD COVINA CA 91723; REAL ESTATE AGENCY; WORKS AS AN INDEPENDENT REAL ESTATE AGENT; STARTED 02/2012; 5 HOURS PER MONTH 7. COPELAND GROUP; NON-INVST RELATED; 564 E. CYPRESS ST COVINA CA 91723; MARKETING COMPANY FOR MEDICARE PLANS; WORKS AS AN INDEPENDENT AGENT MARKETING MEDICARE PLANS; STARTED 03/2012; 20 HOURS PER MONTH 8. HEALTH NET; NON-INVEST RELATED; 564 E. CYPRESS ST COVINA CA 91723;HEALTH INSURANCE SALES; WORKS AS AN INDEPENDENT AGENT MARKETING HEALTH INSURANCE; STARTED 06/2012; 5 HOURS PER MONTH 9. AFLAC; NON-INVST RELATED; 564 E. CYPRESS ST COVINA CA 91723; SUPPLEMENTAL HEALTH INSURANCE; MARKETING SUPPLEMENTAL HEALTH INSURANCE; STARTED 03/2013; 2 HOURS PER MONTH DBA: EFIS FINANCIAL & INSURANCE SERVICES 10. EFIS FINANCIAL & INSURANCE SERVICES; 903 N. GRAND AVE SUITE E COVINA, CA 91724; OWNER; INVESTMENT RELATED NON-SECURITIES; 50 HOURS PER WEEK; START DATE: 5/2016; INSURANCE SALES OF LIFE, ANNUITIES, HEALTH , DENTAL, LTC AND MEDICARE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-01-12
S63 Uniform Securities Agent State Law Examination 2004-11-12
  • S65 Uniform Investment Adviser Law Examination
    2011-01-12
  • S63 Uniform Securities Agent State Law Examination
    2004-11-12
Other Names
  • Hernandez Hernandez

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in South Pasadena, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor