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Advisor at WPWEALTH LLP
FORT WORTH, TX | Coppell, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WPWEALTH LLP | Independent wealth | Sep 9, 2026 | n/a | yes | FORT WORTH, TX|Coppell, TX | Current employment |
| OPTIMUS CAPITAL ADVISORS, LLC | Independent wealth | Jan 15, 2014 | Sep 10, 2026 | no | COPPELL, TX|COPPELL, TX | Previous registration |
| COPPELL ADVISORY SOLUTIONS LLC | Independent wealth | Dec 13, 2012 | Aug 23, 2016 | no | COPPELL, TX | Previous registration |
| OPTIMUS CAPITAL ADVISORS, LLC | Independent wealth | Aug 13, 2008 | Dec 31, 2013 | no | COPPELL, TX | Previous registration |
| MCKEEL CAPITAL MANAGEMENT | Former SEC adviser | May 18, 2007 | Aug 12, 2008 | no | FLOWER MOUND, TX | Previous registration |
| MCKEELGESEK FINANCIAL ADVISORY SERVICES | n/a | Dec 11, 2003 | Dec 31, 2006 | no | n/a | Previous registration |
| MCKEELGESEK FINANCIAL ADVISORY SERVICES | n/a | Oct 21, 2002 | Dec 31, 2002 | no | COPPELL, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OPTIMUS CAPITAL ADVISORS, LLC | WPWEALTH LLP | Sep 10, 2026 | Sep 9, 2026 | -1 | Firm change | RIA to RIA |
| COPPELL ADVISORY SOLUTIONS LLC | OPTIMUS CAPITAL ADVISORS, LLC | Aug 23, 2016 | Jan 15, 2014 | -951 | Firm change after gap | Other |
| OPTIMUS CAPITAL ADVISORS, LLC | COPPELL ADVISORY SOLUTIONS LLC | Dec 31, 2013 | Dec 13, 2012 | -383 | Firm change after gap | Other |
| MCKEEL CAPITAL MANAGEMENT | OPTIMUS CAPITAL ADVISORS, LLC | Aug 12, 2008 | Aug 13, 2008 | 1 | Firm change | Other |
| MCKEELGESEK FINANCIAL ADVISORY SERVICES | MCKEEL CAPITAL MANAGEMENT | Dec 31, 2006 | May 18, 2007 | 138 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 147500:145467:TX:2026-09-10 | Sep 10, 2026 | Sep 9, 2026 | COPPELL, TX | Firm change |