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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-09 |
Branch Locations
1236 High Bluff Drive, San Diego, CA 92130 • United States
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 |
|---|---|---|---|---|
| Elite Resource Team | San Diego | CA | 04/2014 | Present |
| Elite Investment Team | San Diego | CA | 07/2018 | 01/2021 |
| Onyx Bridge Wealth Group Llc | Tarrytown | NY | 01/2021 | 10/2022 |
| Coppell Advisory Solutions | Coppell | TX | 06/2023 | Present |
Elite Resource Team, non-investment related, 501 W. Broadway Suite 800, San Diego, CA 92101, offers online training and in person educational events on general business topics and marketing, Managing Partner, Start Date 04/2014, 80 hours/month devoted to this outside business activity, 40 hours/month devoted to this outside business activity during securities trading hours, duties include managing staff, approving payroll, planning training content & training events.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-22 |
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