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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_RES 2022-01-05
  • CA RA
    APPROVED_RES
    Since 2022-01-05

Branch Locations

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

3244 Brookside Rd., Suite 140, Stockton, CA 95219 • 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
Allstate Insurnace Stockton CA 12/2001 Present
R&M Connexion, Inc Stockton CA 03/2005 03/2021
Rmme Inc Stockton CA 05/2012 Present
Coppell Advisory Solutions, Dba Fusion Capital Management Dallas TX 01/2022 Present
  • 12/2001 → Present
    Allstate Insurnace
    Stockton, CA
  • 03/2005 → 03/2021
    R&M Connexion, Inc
    Stockton, CA
  • 05/2012 → Present
    Rmme Inc
    Stockton, CA
  • 01/2022 → Present
    Coppell Advisory Solutions, Dba Fusion Capital Management
    Dallas, TX
Other Businesses

1.) RMME, Inc., not Investment Related, Stockton, CA, Real Estate Agent, Start Date:05/2012, approx. 160 hours/month with 160 hours/month during securities trading hours, real estate agent duties

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-10-19
  • S63 Uniform Securities Agent State Law Examination
    2001-10-19
Other Names
  • Arleen Ramos

View on SEC IAPD

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