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RIA / WealthAdvisor17 years in industry

IAN RODGER WELHAM

Advisor at COPPELL ADVISORY SOLUTIONS LLC

Springfield, NJ | DALLAS, TX

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Search this name across graphsid dfx:ria:8b790133-9cdd-44e9-2548-5cc2901c65cd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Nov 24, 2009 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jun 29, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jun 29, 2009
First registration: Nov 24, 2009
Dual registered: no
Other names: IAN R WELHAM
IAPD individual key: 5725451

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COPPELL ADVISORY SOLUTIONS LLC	Independent wealth	Sep 6, 2023	n/a	yes	Springfield, NJ\|DALLAS, TX	Current employment
VERTIS WEALTH, LLC	Independent wealth	Jul 27, 2022	Nov 11, 2022	no	MT. LAUREL TOWNSHIP, NJ\|CHICAGO, IL\|SPRINGFIELD, NJ	Previous registration
CITY CENTER ADVISORS, LLC	Independent wealth	Feb 21, 2019	Jul 8, 2022	no	Springfield, NJ\|TROY, MI	Previous registration
BROOKSTONE CAPITAL MANAGEMENT LLC	Independent wealth	Jul 24, 2014	Oct 11, 2018	no	SPRINGFIELD, NJ\|WHEATON, IL	Previous registration
SAGE FINANCIAL PARTNERS	n/a	Nov 24, 2009	Sep 4, 2014	no	SPRINGFIELD, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VERTIS WEALTH, LLC	COPPELL ADVISORY SOLUTIONS LLC	Nov 11, 2022	Sep 6, 2023	299	Firm change	RIA to RIA
CITY CENTER ADVISORS, LLC	VERTIS WEALTH, LLC	Jul 8, 2022	Jul 27, 2022	19	Firm change	RIA to RIA
BROOKSTONE CAPITAL MANAGEMENT LLC	CITY CENTER ADVISORS, LLC	Oct 11, 2018	Feb 21, 2019	133	Firm change	RIA to RIA
SAGE FINANCIAL PARTNERS	BROOKSTONE CAPITAL MANAGEMENT LLC	Sep 4, 2014	Jul 24, 2014	-42	Firm change after gap	Other

Relationships

Registered with (5)

→ COPPELL ADVISORY SOLUTIONS LLCRegistered adviserregistration: current employment
Sep 6, 2023 to presentfactForm ADV
→ VERTIS WEALTH, LLCRegistered adviserregistration: previous registration
Jul 27, 2022 to Nov 11, 2022factForm ADV
→ CITY CENTER ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 21, 2019 to Jul 8, 2022factForm ADV
→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Jul 24, 2014 to Oct 11, 2018factForm ADV
→ SAGE FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Nov 24, 2009 to Sep 4, 2014factForm ADV

Dated events

Occurred
Nov 11, 2022
Advisor changed firm
Ian Rodger Welham left Vertis Wealth, Llc for Coppell Advisory Solutions Llc (registered 2023-09-06)
Form ADVobserved 5 days ago
Occurred
Jul 8, 2022
Advisor changed firm
Ian Rodger Welham left City Center Advisors, Llc for Vertis Wealth, Llc (registered 2022-07-27)
Form ADVobserved 5 days ago