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Current Employers
Coppell Advisory Solutions Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

Portland, MI • 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
Cla Usa Advisory Group, Llc Frisco TX 06/2014 01/2019
Cla Usa Inc Frisco TX 12/2008 Present
Fusion Capital Management Dallas TX 12/2018 Present
  • 06/2014 → 01/2019
    Cla Usa Advisory Group, Llc
    Frisco, TX
  • 12/2008 → Present
    Cla Usa Inc
    Frisco, TX
  • 12/2018 → Present
    Fusion Capital Management
    Dallas, TX
Previous Registrations
Other Businesses

BRACE FINANCIAL DBA MICHIGAN TAX AND FINANCIAL 4112 W. ST. JOSEPH HWY LANSING MI 48917 50% OWNER 01/2010 - PRESENT TAX PREP INSURANCE SALES THE REVOLUTION INSURANCE SALES 2014 MEGASTAR ADVISORS INSURANCE SALES SINCE 2014

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-27
  • S65 Uniform Investment Adviser Law Examination
    2014-10-27
Other Names
  • Andy Brace

View on SEC IAPD

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