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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2020-12-17 |
Branch Locations
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Charles Town, WV • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-12 |
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