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Advisor at COPPELL ADVISORY SOLUTIONS LLC
Sunfield, MI
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 | Jan 1, 2025 | n/a | yes | Sunfield, MI | Current employment |
| EAGLE FINANCIAL ADVISORS, LLC | Former SEC adviser | Oct 29, 2014 | Jan 4, 2019 | no | SUNFIELD, MI|FRISCO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EAGLE FINANCIAL ADVISORS, LLC | COPPELL ADVISORY SOLUTIONS LLC | Jan 4, 2019 | Jan 1, 2025 | 2,189 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 167696:156549:TX:2019-01-04 | Jan 4, 2019 | Jan 1, 2025 | FRISCO, TX | Firm change after gap |