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Coppell Advisory Solutions LLC CRD 156549
$1.10B regulatory AUM 15 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-09-08 |
| TX | RA | APPROVED_RES | 2022-09-08 |
| PA | RA | APPROVED | 2019-06-14 |
Branch Locations
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 |
|---|---|---|---|---|
| The Williams Group | New Castle | PA | 03/1991 | Present |
| Virtue Capital Management, Llc | Nashville | TN | 06/2016 | 04/2018 |
| Panthrex Asset Management Llc | Coppell | TX | 04/2018 | 06/2019 |
| Fusion Capital Management | Dallas | TX | 06/2019 | Present |
THE NAME OF THE OTHER BUSINESS: THE WILLIAMS GROUP INVESTMENT RELATED?: YES ADDRESS OF OTHER BUSINESS: 2418 Wilmington Road Suite 1 New Castle PA 16105 NATURE OF OTHER BUSINESS: INSURANCE SALES YOUR POSITION: INSURANCE AGENT START DATE: 03/1991 HOW MANY HOURS YOU DEVOTE TO THE OTHER BUSINESS PER MONTH: 160 HOW MANY HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 160 BRIEFLY DESCRIBE YOUR DUTIES: INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-09-23 |
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