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RIA / WealthAdvisorChartered Financial Consultant31 years in industry

ROBERT HUBBARD TROWBRIDGE

Advisor at COPPELL ADVISORY SOLUTIONS LLC

Charles Town, WV | DALLAS, TX

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Search this name across graphsid dfx:ria:a19f1a19-8159-bbc0-cf0d-ecf572e87b95

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 12, 1997 to Sep 14, 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: May 12, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S65|S63
First exam: May 12, 1995
First registration: Feb 12, 1997
Dual registered: no
Other names: ROBERT TROW
IAPD individual key: 1027815

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	Dec 17, 2020	n/a	yes	DALLAS, TX\|Charles Town, WV	Current employment
ELITE INVESTMENT TEAM LLC	Former SEC adviser	Nov 13, 2018	Jan 4, 2021	no	Reston, VA\|CHARLES TOWN, WV\|SAN DIEGO, CA	Previous registration
INDEPENDENT FINANCIAL GROUP, LLC	Bd affiliated wealth	Aug 17, 2010	Sep 13, 2010	no	HAYS, KS\|RESTON, VA	Previous registration
DOMINION WEALTH MANAGEMENT, INC.	Former SEC adviser	Aug 11, 2008	Mar 30, 2018	no	RESTON, VA\|RESTON, VA\|RESTON, VA	Previous registration
SPIRE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Jun 5, 2003	Sep 22, 2005	no	MCLEAN, VA	Previous registration
FINANCIAL STRATEGIES GROUP, INC.	n/a	Feb 12, 1997	Jun 5, 2003	no	FAIRFAX, VA	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
ELITE INVESTMENT TEAM LLC	COPPELL ADVISORY SOLUTIONS LLC	Jan 4, 2021	Dec 17, 2020	-18	Firm change	RIA to RIA
DOMINION WEALTH MANAGEMENT, INC.	INDEPENDENT FINANCIAL GROUP, LLC	Mar 30, 2018	Aug 17, 2010	-2,782	Firm change after gap	Other
INDEPENDENT FINANCIAL GROUP, LLC	ELITE INVESTMENT TEAM LLC	Sep 13, 2010	Nov 13, 2018	2,983	Firm change after gap	Other
SPIRE WEALTH MANAGEMENT, LLC	DOMINION WEALTH MANAGEMENT, INC.	Sep 22, 2005	Aug 11, 2008	1,054	Firm change after gap	Other
FINANCIAL STRATEGIES GROUP, INC.	SPIRE WEALTH MANAGEMENT, LLC	Jun 5, 2003	Jun 5, 2003	0	Firm change	Other

Relationships

Registered with (6)

→ COPPELL ADVISORY SOLUTIONS LLCRegistered adviserregistration: current employment
Dec 17, 2020 to presentfactForm ADV
→ ELITE INVESTMENT TEAM LLCRegistered adviserregistration: previous registration
Nov 13, 2018 to Jan 4, 2021factForm ADV
→ DOMINION WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Aug 11, 2008 to Mar 30, 2018factForm ADV
→ INDEPENDENT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Aug 17, 2010 to Sep 13, 2010factForm ADV
→ SPIRE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 5, 2003 to Sep 22, 2005factForm ADV
→ FINANCIAL STRATEGIES GROUP, INC.Registered adviserregistration: previous registration
Feb 12, 1997 to Jun 5, 2003factForm ADV

Dated events

No dated event names this entity yet.