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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2021-08-12 |
Branch Locations
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
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