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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
3244 Brookside Rd, Suite140, Stockton, CA 95219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wendel, Rosen, Black & Dean Llp | Oakland | CA | 02/1995 | 03/2019 |
| Bay View Realty | Pinole | CA | 09/2007 | Present |
| Global Asset Management Group, Inc. | Longwood | FL | 08/2010 | 08/2021 |
| Coppell Advisory Solutions, Llc Dba Fusion Capital Management | Dallas | TX | 10/2021 | Present |
COMPANY NAME: BAY VIEW REALTY INVESTMENT RELATED: NO ADDRESS: 1075 BAY VIEW FARM ROAD, PINOLE, CA 94564 NATURE OF BUSINESS: REAL ESTATE BROKER 4/2007 TO PRESENT POSITION: BROKER/OFFICER OF CORPORATION HOURS/MONTH: 20 COMPANY NAME: WENDEL, ROSEN, BLACK & DEAN LLP INVESTMENT RELATED: NO ADDRESS: 1111 BROADWAY, 24TH FLOOR OAKLAND, CA 94607 NATURE OF BUSINESS: LAW FIRM 4/2007 TO PRESENT POSITION: ACCOUNTING MANAGER HOURS/MONTH: 120
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-25 |
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