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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 2024-11-07
  • CA RA
    APPROVED
    Since 2024-11-07

Branch Locations

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

12636 High Luff Dr, #400, San Diego, CA 92130 • 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
Remax/Compass Big Bear Lake CA 01/2013 12/2019
Emortgage/ American Financial Los Angeles CA 12/2019 04/2021
Gw Golden Financial Los Angeles CA 04/2021 03/2023
Guardian Life Insurance Company San Diego CA 03/2023 11/2024
Park Avenue Securities San Diego CA 05/2023 11/2024
Guardian Life Insurance Company Los Angeles CA 06/2024 11/2024
Park Avenue Securities Los Angeles CA 06/2024 11/2024
Coppell Advisory Solutions Llc Coppell TX 11/2024 Present
Elite Resources Team San Diego CA 11/2024 Present
  • 01/2013 → 12/2019
    Remax/Compass
    Big Bear Lake, CA
  • 12/2019 → 04/2021
    Emortgage/ American Financial
    Los Angeles, CA
  • 04/2021 → 03/2023
    Gw Golden Financial
    Los Angeles, CA
  • 03/2023 → 11/2024
    Guardian Life Insurance Company
    San Diego, CA
  • 05/2023 → 11/2024
    Park Avenue Securities
    San Diego, CA
  • 06/2024 → 11/2024
    Guardian Life Insurance Company
    Los Angeles, CA
  • 06/2024 → 11/2024
    Park Avenue Securities
    Los Angeles, CA
  • 11/2024 → Present
    Coppell, TX
  • 11/2024 → Present
    Elite Resources Team
    San Diego, CA
Previous Registrations
Other Businesses

the name of the other business; - Elite Resource Team the address of the other business - 12636 High Bluff Dr #400 San Diego CA 92130 the nature of the other business; - Independent Marketing Organization and Virtual Family Office your position; - Team Based Model (TBM) practitioner title, or relationship with the other business; -Financial Advisor/ Consultant the start date of your relationship; ERT - Feb 2023 the approximate number of hours/month you devote to the other business; - 20 the number of hours you devote to the other business during securities trading hours; - 2 and briefly describe your duties relating to the other business; - Specialize in working with accounting professionals to focus on offering proactive and holistic planning, allowing them to deliver more to their affluent clients

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-02
  • S66 Uniform Combined State Law Examination
    2023-12-02
Other Names
  • Amon Dothard

View on SEC IAPD

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