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

Apr 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Aug 27, 2021

First registration

Jun 26, 2024

Dual registered

no

Other names

BRIAN SEIDENWAND|Brian Lawrence Seidenwand

IAPD individual key

6969111

• Occurred

  Jan 22, 2026
  Advisor changed firm

  Brian Seidenwand left Charles Schwab & Co., Inc. for Coppell Advisory Solutions Llc (registered 2026-01-23)

  Form ADVobserved 6 days ago
• Occurred

  Jan 24, 2025
  Advisor changed firm

  Brian Seidenwand left Vanguard Advisers, Inc. for Charles Schwab & Co., Inc. (registered 2025-02-28)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7f69ec1f-ca43-9081-3182-25ffb7308413

First observed

Jun 26, 2024

Last observed

Sep 14, 2026 7 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.