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Current Employers
Coppell Advisory Solutions Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-22
  • CA RA
    APPROVED
    Since 2025-07-22

Branch Locations

Livermore, CA • 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
Coppell Advisory Solutions Llc Coppell TX 07/2025 Present
Nisum Technologies Brea CA 05/2017 09/2024
Maks4Max Inc. Livermore CA 01/2023 Present
Cognizant Technology Solution New York NY 11/2007 05/2017
  • 07/2025 → Present
    Coppell, TX
  • 05/2017 → 09/2024
    Nisum Technologies
    Brea, CA
  • 01/2023 → Present
    Maks4Max Inc.
    Livermore, CA
  • 11/2007 → 05/2017
    Cognizant Technology Solution
    New York, NY
Other Businesses

Septua Holdings LLC - Member - 3 Greenway Plaza, Houton TX 77046 - Investments in real estate, start date 1/2022 Maks4Max Inc. - Director, 1029 Aberdeen Av, Livermore CA 94550 Insurance agent and investments in real estate Start date 1/2023

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-14
  • S65 Uniform Investment Adviser Law Examination
    2025-03-14
Other Names
  • Mahesvar Saroja
  • Mahesvar A Kanakachalam Saroja

View on SEC IAPD

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