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.

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

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jul 23, 2022

First registration

Aug 19, 2022

Dual registered

no

IAPD individual key

7618460

• Occurred

  Dec 3, 2024
  Advisor changed firm

  Sarah Elizabeth Nestingen left Verum Partners Llc for Coppell Advisory Solutions Llc (registered 2025-05-30)

  Form ADVobserved 5 days ago
• Occurred

  Aug 19, 2024
  Advisor changed firm

  Sarah Elizabeth Nestingen left Florida Financial Advisors, Llc for Verum Partners Llc (registered 2024-09-09)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:debe605f-03b1-4bab-4c1d-79a76efabeaf

First observed

Aug 19, 2022

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.