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Robert Hubbard Trowbridge

Coppell Advisory Solutions LLC

Dallas, TX

Charles Town, WV

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Current Employers
Coppell Advisory Solutions Llc

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

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2020-12-17
  • WV RA
    APPROVED
    Since 2020-12-17

Branch Locations

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

Charles Town, WV • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Dominion Wealth Management, Inc. Reston VA 09/2005 03/2018
Elite Investment Team, Llc San Diego CA 09/2018 12/2020
Brightline Strategies Llc Alexandria VA 03/2013 Present
Coppell Advisory Solutions Llc Dallas TX 12/2020 Present
  • 09/2005 → 03/2018
    Dominion Wealth Management, Inc.
    Reston, VA
  • 09/2018 → 12/2020
    Elite Investment Team, Llc
    San Diego, CA
  • 03/2013 → Present
    Brightline Strategies Llc
    Alexandria, VA
  • 12/2020 → Present
    Dallas, TX
Previous Registrations
  • 2018-11-13 → 2021-01-04
    Elite Investment Team Llc
    Reston, VA
    Charles Town, WV
    San Diego, CA
  • 2008-08-11 → 2018-03-30
    Dominion Wealth Management, Inc.
    Reston, VA
    Reston, VA
    Reston, VA
  • 2010-08-17 → 2010-09-13
    Hays, KS
    Reston, VA
  • 2003-06-05 → 2005-09-22
    Mclean, VA
  • 1997-02-12 → 2003-06-05
    Financial Strategies Group, Inc.
    Fairfax, VA
Other Businesses

(1)WV INSURANCE AGENT OFFERING SALES OF FIXED INSURANCE INCLUDING LIFE AND LONG TERM CARE SINCE 1980. NONINVESTMENT RELATED. APPROX 5% OF TIME SPENT. BUSINESS CONDUCTED FROM OFFICE ADDRESS OF RECORD. (2) Brightline Strategies LLC is wholly-owned by Mr. Trowbridge. Brightline Strategies LLC is involved in the provision of consulting in financial and tax planning services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-12-22
S63 Uniform Securities Agent State Law Examination 1995-05-12
  • S65 Uniform Investment Adviser Law Examination
    1995-12-22
  • S63 Uniform Securities Agent State Law Examination
    1995-05-12
Designations
Other Names
  • Robert Trow

View on SEC IAPD

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