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Daniel Cottet Camberos

Coppell Advisory Solutions LLC

Dallas, TX

Meridian, ID

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Current Employers
Coppell Advisory Solutions Llc

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-08-01
  • ID RA
    APPROVED
    Since 2025-08-01

Branch Locations

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

3715 Overland Rd. #240, Meridian, ID 83642 • 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
Charles Schwab & Co, Inc Westlake TX 06/2023 07/2023
Brigham Young University - Idaho Rexburg ID 01/2019 12/2023
Mountain America Federal Credit Union Rexburg ID 07/2021 12/2022
Aptive Chantilly VA 05/2020 08/2020
Aptive Chantilly VA 06/2019 08/2019
The Church Of Jesus Christ Of Latter Day Saints Coban 11/2016 11/2018
Ourisman Chantilly Toyota Chantilly VA 05/2019 05/2019
Unemployed Chantilly VA 07/2016 10/2016
Savant Wealth Management Rockford IL 01/2024 11/2024
Coppell Advisory Solutions Llc Coppell TX 07/2025 Present
Mountain America Credit Union Boise ID 01/2025 06/2025
  • 06/2023 → 07/2023
    Charles Schwab & Co, Inc
    Westlake, TX
  • 01/2019 → 12/2023
    Brigham Young University - Idaho
    Rexburg, ID
  • 07/2021 → 12/2022
    Mountain America Federal Credit Union
    Rexburg, ID
  • 05/2020 → 08/2020
    Aptive
    Chantilly, VA
  • 06/2019 → 08/2019
    Aptive
    Chantilly, VA
  • 11/2016 → 11/2018
    The Church Of Jesus Christ Of Latter Day Saints
    Coban
  • 05/2019 → 05/2019
    Ourisman Chantilly Toyota
    Chantilly, VA
  • 07/2016 → 10/2016
    Unemployed
    Chantilly, VA
  • 01/2024 → 11/2024
    Savant Wealth Management
    Rockford, IL
  • 07/2025 → Present
    Coppell Advisory Solutions Llc
    Coppell, TX
  • 01/2025 → 06/2025
    Mountain America Credit Union
    Boise, ID
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-25
  • S65 Uniform Investment Adviser Law Examination
    2024-05-25

View on SEC IAPD

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