DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at COPPELL ADVISORY SOLUTIONS LLC
New Castle, PA
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 |
|---|---|---|---|---|---|---|
| COPPELL ADVISORY SOLUTIONS LLC | Independent wealth | Jun 14, 2019 | n/a | yes | New Castle, PA | Current employment |
| PANTHREX ASSET MANAGEMENT LLC | Former SEC adviser | Apr 24, 2018 | Jun 7, 2018 | no | New Castle, PA|FRANKLIN, TN | Previous registration |
| VIRTUE CAPITAL MANAGEMENT, LLC | Independent wealth | Jun 2, 2016 | Apr 20, 2018 | no | New Castle, PA|BRENTWOOD, TN | Previous registration |
| HORTER INVESTMENT MANAGEMENT, LLC | Independent wealth | Jan 30, 2015 | Jun 6, 2016 | no | NEW CASTLE, PA|CINCINNATI, OH|New Castle, PA | Previous registration |
| FA ADVISOR NETWORK, LLC. | Former SEC adviser | Nov 9, 2010 | Dec 31, 2013 | no | NEW CASTLE, PA|DALLAS, TX | Previous registration |
| HOLLAND ADVISORY SERVICES, INC. | Independent wealth | Jul 30, 2008 | Sep 21, 2009 | no | NEW CASTLE, PA | Previous registration |
| HORTER INVESTMENT MANAGEMENT, LLC | Independent wealth | Jan 11, 2008 | Apr 30, 2008 | no | NEW CASTLE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PANTHREX ASSET MANAGEMENT LLC | COPPELL ADVISORY SOLUTIONS LLC | Jun 7, 2018 | Jun 14, 2019 | 372 | Firm change | RIA to RIA |
| VIRTUE CAPITAL MANAGEMENT, LLC | PANTHREX ASSET MANAGEMENT LLC | Apr 20, 2018 | Apr 24, 2018 | 4 | Firm change | RIA to RIA |
| HORTER INVESTMENT MANAGEMENT, LLC | VIRTUE CAPITAL MANAGEMENT, LLC | Jun 6, 2016 | Jun 2, 2016 | -4 | Firm change | Other |
| FA ADVISOR NETWORK, LLC. | HORTER INVESTMENT MANAGEMENT, LLC | Dec 31, 2013 | Jan 30, 2015 | 395 | Firm change | Other |
| HOLLAND ADVISORY SERVICES, INC. | FA ADVISOR NETWORK, LLC. | Sep 21, 2009 | Nov 9, 2010 | 414 | Firm change after gap | Other |
| HORTER INVESTMENT MANAGEMENT, LLC | HOLLAND ADVISORY SERVICES, INC. | Apr 30, 2008 | Jul 30, 2008 | 91 | Firm change | Other |