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Curtis Jeffery Stephens

Coppell Advisory Solutions LLC

Dallas, TX

Alton, IL

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Current Employers
Coppell Advisory Solutions Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-01
IL RA APPROVED 2022-08-02
  • TX RA
    APPROVED_RES
    Since 2025-12-01
  • IL RA
    APPROVED
    Since 2022-08-02

Branch Locations

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

620 E Broadway, Alton, IL 62002 • 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
River City Casino St Louis MO 06/2015 03/2017
Adult And Teen Challenge Memphis TN 11/2018 12/2018
Memphis Machine Works Memphis TN 04/2017 12/2018
Adult And Teen Challenge High Ridge MO 01/2019 05/2019
Capital Advisor Network, Llc Lafayette IN 11/2020 09/2022
Center Street Securities Bethalto IL 06/2019 09/2022
Coppell Advisory Solutions, Llc Dba Fusion Capital Management Ll Dallas TX 08/2022 Present
Peak Brokerage Services, Llc Jupiter FL 09/2022 07/2025
  • 06/2015 → 03/2017
    River City Casino
    St Louis, MO
  • 11/2018 → 12/2018
    Adult And Teen Challenge
    Memphis, TN
  • 04/2017 → 12/2018
    Memphis Machine Works
    Memphis, TN
  • 01/2019 → 05/2019
    Adult And Teen Challenge
    High Ridge, MO
  • 11/2020 → 09/2022
    Capital Advisor Network, Llc
    Lafayette, IN
  • 06/2019 → 09/2022
    Center Street Securities
    Bethalto, IL
  • 08/2022 → Present
    Coppell Advisory Solutions, Llc Dba Fusion Capital Management Ll
    Dallas, TX
  • 09/2022 → 07/2025
    Peak Brokerage Services, Llc
    Jupiter, FL
Previous Registrations
Other Businesses

1) Business Entity: Curtis Stephens; Business Activity: Insurance Sales, Fixed and Variable; Address: IL; Duties Agent; Title: Agent; Start Date: 09/2022; Approx. # of hours per month spent on activity: 40; Approx. # of hours spent during trading hours: 40 2) Business Entity: Madison County; Business Activity: Local Government/County Board Z.B.A.; Address: Edwardsville, IL; Duties of Position: Vote and make executive decisions for Madison County; Title: Board member; Start date: 7/2024; Approx. # of hours per month spent on activity: 4; Approx. # of hours spent during trading hours: 4

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-14
S63 Uniform Securities Agent State Law Examination 2020-07-01
  • S65 Uniform Investment Adviser Law Examination
    2020-10-14
  • S63 Uniform Securities Agent State Law Examination
    2020-07-01
Other Names
  • Curtis Jeffery Stephens
  • Curtis Stephens

View on SEC IAPD

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