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.

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

Mar 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Mar 24, 2022

First registration

Apr 12, 2022

Dual registered

no

IAPD individual key

7504780

• Occurred

  Dec 20, 2022
  Advisor changed firm

  Jonathan Patrick Dobson left Bankers Life Advisory Services, Inc. for Coppell Advisory Solutions Llc (registered 2026-01-07)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:79d42dc6-9626-7e30-1452-dfaec0227751

First observed

Apr 12, 2022

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.