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Inactive

Eugene Robert Pender

Coppell Advisory Solutions LLC

Debary, FL

Dallas, TX

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Current Employers
Coppell Advisory Solutions Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Debary, FL • United States

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

Disclosures

2 disclosure categories 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Eugene Pender Sr. / Lutcf Orlando FL 04/2002 Present
E.R. Pender & Associates, Llc Orlando FL 10/2001 Present
Metropolitan Life Insurance Company, Inc. Summerfield FL 03/2005 Present
Sammons Securities Company Llc Ann Arbor MI 12/2006 Present
Fusion Investment Advisors, Llc Tampa FL 10/2012 Present
  • 04/2002 → Present
    Eugene Pender Sr. / Lutcf
    Orlando, FL
  • 10/2001 → Present
    E.R. Pender & Associates, Llc
    Orlando, FL
  • 03/2005 → Present
    Metropolitan Life Insurance Company, Inc.
    Summerfield, FL
  • 12/2006 → Present
    Sammons Securities Company Llc
    Ann Arbor, MI
  • 10/2012 → Present
    Fusion Investment Advisors, Llc
    Tampa, FL
Previous Registrations
  • 2007-01-09 → 2012-10-22
    Tampa, FL
    Clearwater, FL
  • 2005-07-15 → 2006-12-13
    Msi Financial Services, Inc.
    Orlando, FL
    Orlando, FL
  • 2001-08-29 → 2005-03-23
    Lady Lake, FL
Other Businesses

INDEPENDENT LIFE & HEALTH INSURANCE SALES - 10 HRS PER MONTH. E.R. PENDER & ASSOCIATES LLC - FIXED ANNUITIES SINCE 1979. ALSO SELL FIXED INDEX ANNUITIES WITH VARIOUS INSURANCE COMPANIES. CLEARWATER YACHT CLUB - MEMBER BOARD OF DIRECTORS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-09-26
S63 Uniform Securities Agent State Law Examination 1987-05-18
  • S65 Uniform Investment Adviser Law Examination
    1997-09-26
  • S63 Uniform Securities Agent State Law Examination
    1987-05-18
Other Names
  • Gene Pender
  • Eugene Robert Pender
  • Eugene Robert Pender

View on SEC IAPD

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