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RIA / WealthAdvisorCertified Financial Planner16 years in industry

Gary Watts

Advisor at COPPELL ADVISORY SOLUTIONS LLC

DALLAS, TX | Walnut Creek, CA

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Search this name across graphsid dfx:ria:9a91e241-eb95-3eb8-9896-d1b947fc7e8c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Oct 16, 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: Sep 30, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Sep 30, 2009
First registration: Oct 16, 2009
Dual registered: no
Other names: GARY LYNN WATTS
IAPD individual key: 5720912

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 2, 2025	n/a	yes	Walnut Creek, CA\|DALLAS, TX	Current employment
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Bd affiliated wealth	Jul 27, 2022	Jun 2, 2025	no	PLYMOUTH, MN\|WALNUT CREEK, CA\|WALNUT CREEK, CA	Previous registration
MONVIA FINANCIAL L.P.	State registered	Oct 18, 2017	Jul 19, 2022	no	Walnut Creek, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Aug 19, 2016	Jun 6, 2017	no	Walnut Creek, CA\|WALNUT CREEK, CA	Previous registration
ALAMO CAPITAL	Independent wealth	Jan 11, 2016	Jul 15, 2016	no	WALNUT CREEK, CA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jun 28, 2012	Jan 20, 2016	no	MODESTO, CA\|SAN FRANCISCO, CA\|SAN FRANCISCO, CA\|WALNUT CREEK, CA	Previous registration
VALLEY WEALTH, INC.	Former SEC adviser	Oct 16, 2009	Feb 16, 2012	no	MODESTO, CA	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
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	COPPELL ADVISORY SOLUTIONS LLC	Jun 2, 2025	Sep 2, 2025	92	Firm change	Ibd to RIA
MONVIA FINANCIAL L.P.	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Jul 19, 2022	Jul 27, 2022	8	Firm change	Other
J.P. MORGAN SECURITIES LLC	MONVIA FINANCIAL L.P.	Jun 6, 2017	Oct 18, 2017	134	Firm change	Wirehouse to state RIA
ALAMO CAPITAL	J.P. MORGAN SECURITIES LLC	Jul 15, 2016	Aug 19, 2016	35	Firm change	RIA to wirehouse
EQUITABLE ADVISORS, LLC	ALAMO CAPITAL	Jan 20, 2016	Jan 11, 2016	-9	Firm change	Ibd to RIA
VALLEY WEALTH, INC.	EQUITABLE ADVISORS, LLC	Feb 16, 2012	Jun 28, 2012	133	Firm change	Other

Relationships

Registered with (7)

→ COPPELL ADVISORY SOLUTIONS LLCRegistered adviserregistration: current employment
Sep 2, 2025 to presentfactForm ADV
→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jul 27, 2022 to Jun 2, 2025factForm ADV
→ MONVIA FINANCIAL L.P.Registered adviserregistration: previous registration
Oct 18, 2017 to Jul 19, 2022factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Aug 19, 2016 to Jun 6, 2017factForm ADV
→ ALAMO CAPITALRegistered adviserregistration: previous registration
Jan 11, 2016 to Jul 15, 2016factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 28, 2012 to Jan 20, 2016factForm ADV
→ VALLEY WEALTH, INC.Registered adviserregistration: previous registration
Oct 16, 2009 to Feb 16, 2012factForm ADV

Dated events

Occurred
Jun 2, 2025
Advisor changed firm
Gary Watts left Wealth Enhancement Advisory Services, Llc for Coppell Advisory Solutions Llc (registered 2025-09-02)
Form ADVobserved 6 days ago
Occurred
Jul 19, 2022
Advisor changed firm
Gary Watts left Monvia Financial L.P. for Wealth Enhancement Advisory Services, Llc (registered 2022-07-27)
Form ADVobserved 6 days ago