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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 APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

2872 Ygnacia Valley Rd. Suite 117, Walnut Creek, CA 94598 • United States

9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated North Highlands CA 12/2023 10/2024
Oxford Priority Mortgage Sacramento CA 03/2020 07/2023
Clear Channel Outdoor Sacramento CA 01/2023 03/2023
Edge Home Finance Sacramento CA 01/2018 02/2019
American Pacific Mortgage Sacramento CA 06/2017 08/2018
Homesmart Icare Realty Sacramento CA 03/2022 03/2023
Fathom Realty Sacramento CA 03/2023 12/2023
Northwestern Mutual Bakersfield CA 09/2016 05/2017
Cal State University Of Bakersfield Bakersfield CA 05/2013 02/2017
Bank Of America, N.A. North Highlands CA 12/2023 10/2024
Edward Jones St. Louis MO 10/2024 04/2025
Self-Employed Sacramento CA 02/2019 12/2023
Coppell Advisory Solutions Llc Coppell TX 12/2025 Present
Watts Advisors Walnut Creek CA 12/2025 Present
Unemployed Sacramento CA 05/2025 09/2025
California Department Of Agriculture Sacramento CA 09/2025 Present
  • 12/2023 → 10/2024
    North Highlands, CA
  • 03/2020 → 07/2023
    Oxford Priority Mortgage
    Sacramento, CA
  • 01/2023 → 03/2023
    Clear Channel Outdoor
    Sacramento, CA
  • 01/2018 → 02/2019
    Edge Home Finance
    Sacramento, CA
  • 06/2017 → 08/2018
    American Pacific Mortgage
    Sacramento, CA
  • 03/2022 → 03/2023
    Homesmart Icare Realty
    Sacramento, CA
  • 03/2023 → 12/2023
    Fathom Realty
    Sacramento, CA
  • 09/2016 → 05/2017
    Northwestern Mutual
    Bakersfield, CA
  • 05/2013 → 02/2017
    Cal State University Of Bakersfield
    Bakersfield, CA
  • 12/2023 → 10/2024
    Bank Of America, N.A.
    North Highlands, CA
  • 10/2024 → 04/2025
    St. Louis, MO
  • 02/2019 → 12/2023
    Self-Employed
    Sacramento, CA
  • 12/2025 → Present
    Coppell, TX
  • 12/2025 → Present
    Watts Advisors
    Walnut Creek, CA
  • 05/2025 → 09/2025
    Unemployed
    Sacramento, CA
  • 09/2025 → Present
    California Department Of Agriculture
    Sacramento, CA
Previous Registrations
Other Businesses

Ms. Kaur is an Insurance Agent at Watts Insurance. She will be selling insurance products to clients and plans on spending 1-5 hours per month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-18
  • S66 Uniform Combined State Law Examination
    2024-04-18

View on SEC IAPD

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