Kevin Patrick Felty

Current Employers

Coppell Advisory Solutions Llc

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2021-12-21

VA RA
APPROVED

Since 2021-12-21

Branch Locations

Norfolk, VA • 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

Organization	City	State	From	To
Felty Life Agency	Norfolk	VA	03/2014	Present
Felty Life Agency And Financial Advisors	Norfolk	VA	11/2021	Present
Coppell Advisory Solutions Llc Dba Fusion Capital Management	Dallas	TX	12/2021	Present
Depaul Medical Center	Norfolk	VA	08/2011	07/2020
Children's Hospital Of The King's Daughters	Norfolk	VA	07/2020	Present

03/2014 → Present

Felty Life Agency

Norfolk, VA
11/2021 → Present

Felty Life Agency And Financial Advisors

Norfolk, VA
12/2021 → Present

Coppell Advisory Solutions Llc Dba Fusion Capital Management

Dallas, TX
08/2011 → 07/2020

Depaul Medical Center

Norfolk, VA
07/2020 → Present

Children's Hospital Of The King's Daughters

Norfolk, VA

Other Businesses

Felty Life Agency, non-investment related, 122 Burleigh Ave, Norfolk, VA 23505, insurance active lines in Life Health Variable, 03/2014, 80 hours a month during securities trading hours, insurance agent Children's Hospital of King's Daughters, non-investment related, 601 Children's Ln, Norfolk, VA 23507, since 07/2020, Surgical Tech, 140 hours a month during securities trading hours,

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-11-21
S63	Uniform Securities Agent State Law Examination	1997-09-17

S65 Uniform Investment Adviser Law Examination

2021-11-21
S63 Uniform Securities Agent State Law Examination

1997-09-17