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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-10-07 |
| NY | RA | APPROVED | 2022-09-27 |
| TX | RA | APPROVED_RES | 2022-09-08 |
Branch Locations
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
East Setauket, NY • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kalos Capital | Alpharetta | GA | 05/2011 | 09/2022 |
| Coppell Advisory Solutions Llc | Coppell | TX | 09/2022 | Present |
ADVANCED FOLIO CAPITAL MANAGEMENT POSITION: PRESIDENT NATURE: INVESTMENT ADVISOR INVESTMENT RELATED: YES LICENSE HELD UNDER COPPELL ADVISORY SOLUTIONS LLC ALL ISLAND PROPERTY ACQUISITIONS POSITION: owner NATURE: real estate buying properties INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 10/15/2020 ADDRESS: 11 Dorm Court, Setauket NY 11733, United States DESCRIPTION: look to acquire properties in Long Island
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-26 |
| S66 | Uniform Combined State Law Examination | 2007-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-01 |
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