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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-10-15 |
Branch Locations
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
5330 Carroll Canyon Rd Suite 100, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ernst & Young | Encinitas | CA | 09/2017 | 09/2019 |
| Copper Crest Cpas, Llc | San Diego | CA | 09/2019 | Present |
| Copper Crest Insurance Services, Llc | San Diego | CA | 09/2019 | Present |
| Integrated Advisors Network, Llc/Dba Copper Crest Advisors, Llc | San Diego | CA | 10/2019 | Present |
| Texas Christian University | Fort Worth | TX | 09/2012 | 09/2017 |
Copper Crest CPA's LLP - non investment related Copper Crest Insurance Services, LLC - non investment related Copper Crest Capital, Investment related, Principal, 10/2019, 40 hours, DBA, 5330 Carroll Canyon Rd, Suite 100, San Diego, CA 92121
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-26 |
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