Best Investors Account Sign in
Current Employers
Coppell Advisory Solutions Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-01-23
  • NC RA
    APPROVED
    Since 2026-01-23

Branch Locations

123 N. Main St., Belmont, NC 28012 • 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
The Vanguard Group, Inc. Charlotte NC 06/2021 01/2025
Allstate, Walker Insurance Agency Euclid OH 01/2021 03/2021
The Capital Grille Lyndhurst OH 03/2017 01/2021
Mgo Inc. Beachwood OH 01/2019 10/2019
Td Ameritrade Strongsville OH 05/2018 01/2019
Lockkeepers Restaurant Valley View OH 04/2015 03/2017
Full Time Education University Heights OH 08/2016 05/2021
Charles Schwab & Co., Inc. Charlotte NC 01/2025 01/2026
Charles Schwab Bank Charlotte NC 01/2025 01/2026
Coppell Advisory Solutions Llc Coppell TX 01/2026 Present
  • 06/2021 → 01/2025
    The Vanguard Group, Inc.
    Charlotte, NC
  • 01/2021 → 03/2021
    Allstate, Walker Insurance Agency
    Euclid, OH
  • 03/2017 → 01/2021
    The Capital Grille
    Lyndhurst, OH
  • 01/2019 → 10/2019
    Mgo Inc.
    Beachwood, OH
  • 05/2018 → 01/2019
    Td Ameritrade
    Strongsville, OH
  • 04/2015 → 03/2017
    Lockkeepers Restaurant
    Valley View, OH
  • 08/2016 → 05/2021
    Full Time Education
    University Heights, OH
  • 01/2025 → 01/2026
    Charlotte, NC
  • 01/2025 → 01/2026
    Charles Schwab Bank
    Charlotte, NC
  • 01/2026 → Present
    Coppell, TX
Previous Registrations
Other Businesses

Brian Seidenwand is an insurance agent and operates out of Belmont Capital Advisors office. The address is 123 N Main t. Belmont, NC 28012. He sells life and annuity insurance business - running illustrations, product research, etc. He spends approximately 50 hours per month devoted to the business.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-08-27
  • S63 Uniform Securities Agent State Law Examination
    2021-08-27
Designations
Other Names
  • Brian Seidenwand
  • Brian Lawrence Seidenwand

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Belmont, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor