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Current Employers
Coppell Advisory Solutions Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2021-08-12
  • CA RA
    APPROVED_RES
    Since 2021-08-12

Branch Locations

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

3244 Brookside Road, 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
Purofirst Mid Peninsula Redwood City CA 05/1995 Present
World Leadership Group Johns Creek GA 01/2007 Present
Global Equity Lending Johns Creek GA 03/2007 Present
Financial Leadership Advisors, Inc. Johns Creek GA 01/2008 Present
Coppell Advisory Solutions Dba Fusion Capital Management Dallas TX 08/2021 Present
Cecilia Pena (Self) Stockton CA 09/2007 Present
  • 05/1995 → Present
    Purofirst Mid Peninsula
    Redwood City, CA
  • 01/2007 → Present
    World Leadership Group
    Johns Creek, GA
  • 03/2007 → Present
    Global Equity Lending
    Johns Creek, GA
  • 01/2008 → Present
    Financial Leadership Advisors, Inc.
    Johns Creek, GA
  • 08/2021 → Present
    Coppell Advisory Solutions Dba Fusion Capital Management
    Dallas, TX
  • 09/2007 → Present
    Cecilia Pena (Self)
    Stockton, CA
Previous Registrations
  • 2008-01-30 → 2009-10-21
    Financial Leadership Advisors, Inc.
    Alpharetta, GA
Other Businesses

Cecilia Pena (Self), Investment Related, Stockton, CA, Insurance Agent, Start Date:09/07/2007, approx. 160 hours/month with 160 hours/month during securities trading hours, active lines of authority in Accident &Health and Life.

View on SEC IAPD

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