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RIA / WealthAdvisorCertified Financial Planner32 years in industry

NICKLES Gregory SPRYN

Advisor at COPPELL ADVISORY SOLUTIONS LLC

DALLAS, TX | Belmont, NC

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Search this name across graphsid dfx:ria:32ca5867-ad32-26f2-4cc4-3cb82d4b96fe

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Oct 17, 2002 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COPPELL ADVISORY SOLUTIONS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 9, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66|S65
First exam: Nov 9, 1993
First registration: Oct 17, 2002
Dual registered: no
Other names: N GREGORY SPRYN|NICKLES GREGORY SPRYN|Greg Spryn|NICKLES SPRYN
IAPD individual key: 2411454

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COPPELL ADVISORY SOLUTIONS LLC	Independent wealth	Jan 13, 2026	n/a	yes	Belmont, NC\|DALLAS, TX	Current employment
MARMO FINANCIAL GROUP, LLC	Former SEC adviser	Sep 19, 2023	Nov 19, 2024	no	JOHNSON CITY, TN\|Gastonia, NC	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Oct 5, 2021	May 23, 2023	no	Charlotte, NC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Sep 1, 2016	Jul 24, 2017	no	MORRISVILLE, NC\|RALEIGH, NC\|RALEIGH, NC\|RALEIGH, NC\|RALEIGH, NC\|MORRISVILLE, NC\|WILSON, NC\|WILSON, NC	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Sep 11, 2014	Aug 31, 2016	no	WILLIAMSBURG, VA\|NEWPORT NEWS, VA\|NEWPORT NEWS, VA\|HAMPTON, VA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 26, 2013	Sep 24, 2014	no	WILLIAMSBURG, VA\|FORT MILL, SC\|WILLIAMSBURG, VA\|RICHMOND, VA\|RICHMOND, VA	Previous registration
OSAIC INSTITUTIONS, INC.	Bd affiliated wealth	Nov 20, 2012	Feb 28, 2013	no	Midlothian, VA\|WILLIAMSBURG, VA	Previous registration
CHESAPEAKE WEALTH MANAGEMENT	Former SEC adviser	Feb 21, 2008	Aug 21, 2012	no	WILLIAMSBURG, VA	Previous registration
UVEST FINANCIAL SERVICES GROUP, INC.	n/a	Sep 9, 2005	Nov 28, 2007	no	YORKTOWN, VA	Previous registration
JBS LIBERTY SECURITIES, INC.	n/a	Oct 17, 2002	Mar 18, 2004	no	WILLIAMSBURG, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MARMO FINANCIAL GROUP, LLC	COPPELL ADVISORY SOLUTIONS LLC	Nov 19, 2024	Jan 13, 2026	420	Firm change after gap	RIA to RIA
VANGUARD ADVISERS, INC.	MARMO FINANCIAL GROUP, LLC	May 23, 2023	Sep 19, 2023	119	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	VANGUARD ADVISERS, INC.	Jul 24, 2017	Oct 5, 2021	1,534	Firm change after gap	Wirehouse to ibd
SUNTRUST INVESTMENT SERVICES, INC.	WELLS FARGO ADVISORS	Aug 31, 2016	Sep 1, 2016	1	Firm change	Other
LPL FINANCIAL LLC	SUNTRUST INVESTMENT SERVICES, INC.	Sep 24, 2014	Sep 11, 2014	-13	Firm change	Other
OSAIC INSTITUTIONS, INC.	LPL FINANCIAL LLC	Feb 28, 2013	Feb 26, 2013	-2	Firm change	Other
CHESAPEAKE WEALTH MANAGEMENT	OSAIC INSTITUTIONS, INC.	Aug 21, 2012	Nov 20, 2012	91	Firm change	Other
UVEST FINANCIAL SERVICES GROUP, INC.	CHESAPEAKE WEALTH MANAGEMENT	Nov 28, 2007	Feb 21, 2008	85	Firm change	Other
JBS LIBERTY SECURITIES, INC.	UVEST FINANCIAL SERVICES GROUP, INC.	Mar 18, 2004	Sep 9, 2005	540	Firm change after gap	Other

Relationships

Registered with (10)

→ COPPELL ADVISORY SOLUTIONS LLCRegistered adviserregistration: current employment
Jan 13, 2026 to presentfactForm ADV
→ MARMO FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Sep 19, 2023 to Nov 19, 2024factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Oct 5, 2021 to May 23, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 1, 2016 to Jul 24, 2017factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Sep 11, 2014 to Aug 31, 2016factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 26, 2013 to Sep 24, 2014factForm ADV
→ OSAIC INSTITUTIONS, INC.Registered adviserregistration: previous registration
Nov 20, 2012 to Feb 28, 2013factForm ADV
→ CHESAPEAKE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 21, 2008 to Aug 21, 2012factForm ADV
→ UVEST FINANCIAL SERVICES GROUP, INC.Registered adviserregistration: previous registration
Sep 9, 2005 to Nov 28, 2007factForm ADV
→ JBS LIBERTY SECURITIES, INC.Registered adviserregistration: previous registration
Oct 17, 2002 to Mar 18, 2004factForm ADV

Dated events

Occurred
Nov 19, 2024
Advisor changed firm
Nickles Gregory Spryn left Marmo Financial Group, Llc for Coppell Advisory Solutions Llc (registered 2026-01-13)
Form ADVobserved 4 days ago
Occurred
May 23, 2023
Advisor changed firm
Nickles Gregory Spryn left Vanguard Advisers, Inc. for Marmo Financial Group, Llc (registered 2023-09-19)
Form ADVobserved 4 days ago