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Advisor at DENALI FINANCIAL GROUP, LLC
TOPEKA, KS
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 |
|---|---|---|---|---|---|---|
| DENALI FINANCIAL GROUP, LLC | State registered | Oct 24, 2024 | n/a | yes | TOPEKA, KS | Current employment |
| COPPELL ADVISORY SOLUTIONS LLC | Independent wealth | Jul 31, 2024 | Nov 15, 2024 | no | DALLAS, TX|Topeka, KS | Previous registration |
| CARLSON FINANCIAL | Independent wealth | Jan 12, 2022 | Jul 24, 2024 | no | TOPEKA, KS|OVERLAND PARK, KS | Previous registration |
| CARLSON FINANCIAL | Independent wealth | Jul 24, 2021 | Dec 31, 2021 | no | TOPEKA, KS|Overland Park, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COPPELL ADVISORY SOLUTIONS LLC | DENALI FINANCIAL GROUP, LLC | Nov 15, 2024 | Oct 24, 2024 | -22 | Firm change | RIA to state RIA |
| CARLSON FINANCIAL | COPPELL ADVISORY SOLUTIONS LLC | Jul 24, 2024 | Jul 31, 2024 | 7 | Firm change | RIA to RIA |