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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
5330 Carroll Canyon Rd, Ste 100, San Diego, CA 92121 • United States
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Copper Crest Cpas, Llp | 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 |
| Ernst & Young | San Diego | CA | 07/2017 | 07/2019 |
| Texas Christian University | Ft. Worth | TX | 07/2012 | 07/2017 |
Copper Crest CPA's LLP - non investment related, 5330 Carroll Canyon Rd, Ste 100, San Diego, CA 92121, professional services business, tax preparation, financial consulting, partner, does cpa services, 10/2019, 80 hours/mth, 0-4 hours during trading hours; Copper Crest Insurance Services, LLC - non investment related, 5330 Carroll Canyon Rd, Ste 100, San Diego, CA 92121, insurance broker for property and capital and life and health insurance, partner, duties relationship management, 10/2019, 20 hours/mth, 0-1 during trading hours. Copper Crest Capital, Investment related, Principal, 9/2019, 40 hours, DBA, 5330 Carroll Canyon Rd, Ste 100, San Diego, CA 92121.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-22 |
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