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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-22 |
Branch Locations
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-14 |
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