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John Matthew Peterson

Coppell Advisory Solutions LLC

Stockton, CA

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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 2020-10-19
  • CA RA
    APPROVED
    Since 2020-10-19

Branch Locations

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
Platinum Insurance Stockton CA 10/2008 Present
Global Asset Management Group, Inc. Longwood FL 08/2014 10/2020
Fusion Capital Management Dallas TX 10/2020 Present
  • 10/2008 → Present
    Platinum Insurance
    Stockton, CA
  • 08/2014 → 10/2020
    Global Asset Management Group, Inc.
    Longwood, FL
  • 10/2020 → Present
    Fusion Capital Management
    Dallas, TX
Previous Registrations
  • 2014-08-28 → 2020-11-30
    Global Asset Management Group
    Winter Springs, FL
Other Businesses

PLATINUM INSURANCE NON-INVESTMENT RELATED INSURANCE SALES LIFE, HEALTH, FIXED, AND FIXED INDEXED ANNUITY SALES. 240 HOURS PER MONTH DEVOTED TO THE INSURANCE SALES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-04
  • S65 Uniform Investment Adviser Law Examination
    2014-08-04

View on SEC IAPD

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