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John Peter Scarpelli

Coppell Advisory Solutions LLC

Dallas, TX

Wellesley, MA

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Current Employers
Coppell Advisory Solutions Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-02
  • MA RA
    APPROVED
    Since 2025-09-02

Branch Locations

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

93 Worcester St. Suite 101, Wellesley, MA 02481 • 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
Bistro 5 Medford MA 12/2021 06/2022
Somerville Parks And Recreation Somerville MA 06/2022 06/2023
Carols Restaurant Medford MA 06/2022 08/2023
Apex Retirement Services Stoneham MA 06/2023 06/2024
Merrimack College Andover MA 06/2024 04/2025
Medford Public Schools Medford MA 09/2008 12/2021
Coppell Advisory Solutions Llc Coppell TX 08/2025 Present
Peak Financial Management Wellesley MA 04/2025 Present
  • 12/2021 → 06/2022
    Bistro 5
    Medford, MA
  • 06/2022 → 06/2023
    Somerville Parks And Recreation
    Somerville, MA
  • 06/2022 → 08/2023
    Carols Restaurant
    Medford, MA
  • 06/2023 → 06/2024
    Apex Retirement Services
    Stoneham, MA
  • 06/2024 → 04/2025
    Merrimack College
    Andover, MA
  • 09/2008 → 12/2021
    Medford Public Schools
    Medford, MA
  • 08/2025 → Present
    Coppell Advisory Solutions Llc
    Coppell, TX
  • 04/2025 → Present
    Peak Financial Management
    Wellesley, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-22
  • S65 Uniform Investment Adviser Law Examination
    2025-04-22

View on SEC IAPD

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