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Advisor at COPPELL ADVISORY SOLUTIONS LLC
COPPELL, TX
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 | Nov 17, 2011 | n/a | yes | COPPELL, TX | Current employment |
| VARSITY ASSET MANAGEMENT, LLC | Former SEC adviser | Jan 13, 2014 | Aug 26, 2016 | no | COPPELL, TX | Previous registration |
| OPTIMUS CAPITAL ADVISORS, LLC | Independent wealth | Aug 13, 2008 | Nov 11, 2011 | no | COPPELL, TX | Previous registration |
| MCKEEL CAPITAL MANAGEMENT | Former SEC adviser | Jan 2, 2008 | Aug 12, 2008 | no | FLOWER MOUND, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VARSITY ASSET MANAGEMENT, LLC | n/a | Aug 26, 2016 | n/a | n/a | Departure no registered destination | Departure |
| OPTIMUS CAPITAL ADVISORS, LLC | COPPELL ADVISORY SOLUTIONS LLC | Nov 11, 2011 | Nov 17, 2011 | 6 | Firm change | Other |
| MCKEEL CAPITAL MANAGEMENT | OPTIMUS CAPITAL ADVISORS, LLC | Aug 12, 2008 | Aug 13, 2008 | 1 | Firm change | Other |