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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-22 |
Branch Locations
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
200F Main Street #121, Stoneham, MA 02180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Medford Police Department | Medford | MA | 10/2019 | 02/2022 |
| Enterprise Rent-A-Car | Watertown | MA | 05/2018 | 08/2018 |
| Unemployed, Full-Time Student | Medford/Smithfield | MA | 01/2016 | 05/2018 |
| Fidelity Investments | Smithfield | RI | 02/2022 | 11/2022 |
| Full-Time Student | North Dartmouth | MA | 08/2018 | 09/2019 |
| Alphastar Capital Management | Medford | MA | 05/2023 | 04/2025 |
| Unemployed | Medford | MA | 11/2022 | 05/2023 |
| Coppell Advisory Solutions Llc | Coppell | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-15 |
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