Philip Gilbert Garcia

Employer firm

Coppell Advisory Solutions LLC CRD 156549

$1.10B regulatory AUM 15 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Coppell Advisory Solutions Llc

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

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2022-09-08
TX	RA	APPROVED_RES	2022-09-08
CA	RA	APPROVED	2020-10-16

LA RA
APPROVED

Since 2022-09-08
TX RA
APPROVED_RES

Since 2022-09-08
CA RA
APPROVED

Since 2020-10-16

Branch Locations

3244 Brookside Rd. Suite 140, 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

Organization	City	State	From	To
Vg Capital Financial Services	Stockton	CA	07/2009	Present
Global Asset Management Group	Stockton	CA	02/2010	Present
Fusion Capital Management	Dallas	TX	10/2020	Present

07/2009 → Present

Vg Capital Financial Services

Stockton, CA
02/2010 → Present

Global Asset Management Group

Stockton, CA
10/2020 → Present

Fusion Capital Management

Dallas, TX

Previous Registrations

2010-02-10 → 2020-11-30

Global Asset Management Group

Winter Springs, FL
2008-01-21 → 2009-10-15

Financial Leadership Advisors, Inc.

Tracy, CA

Lathrop, CA

Alpharetta, GA

Other Businesses

VG CAPITAL FINANCIAL SERVICES; NOT INVESMENT RELATED; 3244 Brookside Road, Ste. 140 Stockton, CA 95219. LIFE AND HEALTH INSURANCE AGENCY; MANAGING MEMBER; 07/2009 TO PRESENT. 100HRS/MO; NO SECURITIES; TRANSACT INSURANCE BUSINESS AND OVERSEE OPERATIONS AND TRAININGS OF SUB AGENTS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-01-17

S65 Uniform Investment Adviser Law Examination

2008-01-17

View on SEC IAPD