DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Nickles Gregory Spryn

Coppell Advisory Solutions LLCindependent RIADallas, Tx IA-onlyIAPD 2411454

Certified Financial Planner

Feed of 09/15/2026

Also filed as N Gregory Spryn

At current firm

0 y

since Jan 13, 2026

In the industry

32 y

since Nov 9, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Coppell Advisory Solutions LLC independent RIA current
since Jan 13, 2026 · Belmont, Nc
Marmo Financial Group, LLC former
Sep 19, 2023 to Nov 19, 2024 · Johnson City, Tn
Vanguard Advisers, Inc. BD affiliated
Oct 5, 2021 to May 23, 2023 · Charlotte, Nc
Wells Fargo Advisors wirehouse
Sep 1, 2016 to Jul 24, 2017 · Morrisville, Nc
Suntrust Investment Services, Inc. former
Sep 11, 2014 to Aug 31, 2016 · Williamsburg, Va
LPL Financial LLC BD affiliated
Feb 26, 2013 to Sep 24, 2014 · Williamsburg, Va
Osaic Institutions, Inc. BD affiliated
Nov 20, 2012 to Feb 28, 2013 · Midlothian, Va
Chesapeake Wealth Management former
Feb 21, 2008 to Aug 21, 2012 · Williamsburg, Va
Uvest Financial Services Group, Inc. unclassified
Sep 9, 2005 to Nov 28, 2007 · Yorktown, Va
Jbs Liberty Securities, Inc. unclassified
Oct 17, 2002 to Mar 18, 2004 · Williamsburg, Va

Moves

a registration end followed by a registration begin elsewhere

Marmo Financial Group, LLC to Coppell Advisory Solutions LLC
left Nov 19, 2024, registered Jan 13, 2026 (420 days) · RIA to RIA
Vanguard Advisers, Inc. to Marmo Financial Group, LLC
left May 23, 2023, registered Sep 19, 2023 (119 days) · Affiliated broker-dealer or bank to independent RIA
Wells Fargo Advisors to Vanguard Advisers, Inc.
left Jul 24, 2017, registered Oct 5, 2021 (1534 days) · Wirehouse to affiliated broker-dealer or bank
Suntrust Investment Services, Inc. to Wells Fargo Advisors
left Aug 31, 2016, registered Sep 1, 2016 (1 days) · Other
LPL Financial LLC to Suntrust Investment Services, Inc.
left Sep 24, 2014, registered Sep 11, 2014 (-13 days) · Other
Osaic Institutions, Inc. to LPL Financial LLC
left Feb 28, 2013, registered Feb 26, 2013 (-2 days) · Other
Chesapeake Wealth Management to Osaic Institutions, Inc.
left Aug 21, 2012, registered Nov 20, 2012 (91 days) · Other
Uvest Financial Services Group, Inc. to Chesapeake Wealth Management
left Nov 28, 2007, registered Feb 21, 2008 (85 days) · Other
Jbs Liberty Securities, Inc. to Uvest Financial Services Group, Inc.
left Mar 18, 2004, registered Sep 9, 2005 (540 days) · Other

Signals

Nickles Gregory Spryn left Marmo Financial Group, Llc for Coppell Advisory Solutions Llc (registered 2026-01-13)
Nov 19, 2024 · Advisor changed firm · fact
Nickles Gregory Spryn left Vanguard Advisers, Inc. for Marmo Financial Group, Llc (registered 2023-09-19)
May 23, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address