Brandon John Peterson

Employer firm

Coppell Advisory Solutions LLC CRD 156549

$1.10B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 08/2017
  Markey Wealth Management, Inc.
  Gainesville, FL
• 01/2015 → 08/2017
  Markey Investment Management
  Gainesville, FL
• 01/2015 → 08/2017
  Markey Insurance Associates
  Gainesville, FL
• 01/2018 → Present
  Fusion Capital Management
  Gainesville, FL
• 01/2018 → Present
  Dtrt Insurance Services
  Gainesville, FL
• 01/2018 → Present
  Dtrt Advisors
  Gainesville, FL
• 08/2017 → 01/2018
  Unemployed
  Gainesville, FL

Other Businesses

1. DTRT Advisors.; INVESTMENT-RELATED; GAINESVILLE, FL;Vice President; 01/2018; 180-200 HRS/MO; 180-200 HRS/MO DURING SECURITIES TRADING HOURS; TAX PREPARATION SERVICES, CLIENT RELATIONSHIP MANAGER. 2. DTRT INSURANCE Services; INVESTMENT-RELATED; GAINESVILLE, FL; INSURANCE AGENT; 01/2018; 28-32 HRS/MO; 28-32 HRS/MO DURING SECURITIES TRADING HOURS; MEDICARE PLANNING, INSURANCE PLANNING, ADMINISTRATIVE SUPPORT, MAINTAINING LICENSES WITH CONTINUING EDUCATION AND QUALIFICATION TRAINING, MARKETING. 3. Trusted Family Partners, LLC.- Non-Investment Related. Tax and Business Consulting. Me. Peterson is an enrolled agent with the IRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-16
• S66 Uniform Combined State Law Examination
  2007-05-07

Other Names

• Brandon J Peterson