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Steven Scott Delaney

Coppell Advisory Solutions LLC

Chalfont, PA

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Current Employers
Coppell Advisory Solutions Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2013-01-14
  • PA RA
    APPROVED
    Since 2013-01-14

Branch Locations

Chalfont, PA • 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
American Brokerage Services Wyndmoor PA 01/1997 Present
Mcginn, Smith & Co., Inc. Albany NY 02/2007 Present
Fusion Investment Advisors, Llc Chalfont PA 01/2013 Present
  • 01/1997 → Present
    American Brokerage Services
    Wyndmoor, PA
  • 02/2007 → Present
    Mcginn, Smith & Co., Inc.
    Albany, NY
  • 01/2013 → Present
    Fusion Investment Advisors, Llc
    Chalfont, PA
Other Businesses

OFFICER WITH AMERICAN BROKERAGE SERVICES, INC. LOCATED AT 805 E. WILLOW GROVE AVE, SUITE 2B, WYNDMOOR, PA 19038. LIFE INSURANCE, ANNUITIES AND LIFE SETTLEMENTS. FULL TIME DURING BUSINESS HOURS. DIRECTOR WITH COMPANY, STARTED 01/1997. IN SALES WITH ABS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-01-03
  • S65 Uniform Investment Adviser Law Examination
    2013-01-03

View on SEC IAPD

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