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.

Advisor moves

Departures from Coppell Advisory Solutions LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Brian Joseph BartoldCoppell Advisory Solutions LLC independent RIASignal Advisors Wealth, LLC independent RIARIA to RIAApr 29, 2026Apr 16, 2026
Tiffany Anne YoungCoppell Advisory Solutions LLC independent RIASignal Advisors Wealth, LLC independent RIARIA to RIAApr 29, 2026Apr 16, 2026
Devin Warren ChoulesCoppell Advisory Solutions LLC independent RIAGibbs Wealth Management, LLC independent RIARIA to RIAMar 6, 2026Jul 8, 2020
Scott Clifford GroverCoppell Advisory Solutions LLC independent RIATriad Wealth Partners, LLC independent RIARIA to RIAMar 6, 2026Nov 10, 2025
Loyd Lamar BeachamCoppell Advisory Solutions LLC independent RIAPnc Wealth Management BD affiliatedRIA to affiliated broker-dealer or bankMar 4, 2026Mar 26, 2026
Nicolas John PesciCoppell Advisory Solutions LLC independent RIATriad Wealth Partners, LLC independent RIARIA to RIAFeb 25, 2026Oct 31, 2025
Jason Lee GooldCoppell Advisory Solutions LLC independent RIATriad Wealth Partners, LLC independent RIARIA to RIAFeb 25, 2026Nov 3, 2025
John Charles ClementCoppell Advisory Solutions LLC independent RIATriad Wealth Partners, LLC independent RIARIA to RIAFeb 25, 2026Nov 3, 2025
Jon Rhen BrownCoppell Advisory Solutions LLC independent RIATriad Wealth Partners, LLC independent RIARIA to RIAFeb 25, 2026Nov 3, 2025
Jessica Eden SickingCoppell Advisory Solutions LLC independent RIATriad Wealth Partners, LLC independent RIARIA to RIAJan 22, 2026Oct 29, 2025
Craig Steven SullivanCoppell Advisory Solutions LLC independent RIAVisionary Wealth Management, LLC no RAUMOtherJan 22, 2026Apr 20, 2021
Jeffrey Alan HeybrockCoppell Advisory Solutions LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJan 14, 2026Jan 16, 2026
Terence K BrownCoppell Advisory Solutions LLC independent RIATriad Wealth Partners, LLC independent RIARIA to RIADec 22, 2025Dec 22, 2025
Gage Clay RossCoppell Advisory Solutions LLC independent RIARoss Wealth Group, LLC state registeredRIA to a state-registered adviserDec 22, 2025Aug 3, 2025
Nicholas Antonio LopezCoppell Advisory Solutions LLC independent RIATriad Wealth Partners, LLC independent RIARIA to RIADec 9, 2025Oct 29, 2025
Jonah Stuart TiveyCoppell Advisory Solutions LLC independent RIABella Wealth Management, LLC state registeredRIA to a state-registered adviserDec 9, 2025Jan 6, 2026
Eric StallworthCoppell Advisory Solutions LLC independent RIABella Wealth Management, LLC state registeredRIA to a state-registered adviserDec 9, 2025Feb 6, 2026 (59 d)
Troy FrazierCoppell Advisory Solutions LLC independent RIAAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 1, 2025Aug 8, 2025
Patrick Michael MuellerCoppell Advisory Solutions LLC independent RIABella Wealth Management, LLC state registeredRIA to a state-registered adviserNov 10, 2025May 12, 2025
Dillon KanhalikhamCoppell Advisory Solutions LLC independent RIAKey Investment Services LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 25, 2025Feb 19, 2026 (178 d)
Colby Jordan MankCoppell Advisory Solutions LLC independent RIAMason & Associates, LLC independent RIARIA to RIAAug 21, 2025Jun 1, 2026 (284 d)
Stewart Bruce LeafbladCoppell Advisory Solutions LLC independent RIARoss Wealth Group, LLC state registeredRIA to a state-registered adviserAug 4, 2025Dec 20, 2024
Grace Marie SuchyCoppell Advisory Solutions LLC independent RIAReliance Wealth Management independent RIARIA to RIAJul 24, 2025Feb 7, 2025
Sabrina Lennhoff BrownCoppell Advisory Solutions LLC independent RIAReliance Wealth Management independent RIARIA to RIAJul 24, 2025Feb 7, 2025
Dana William DunkelbergerCoppell Advisory Solutions LLC independent RIAReliance Wealth Management independent RIARIA to RIAJul 24, 2025Feb 4, 2025
Anthony Russell VasquezCoppell Advisory Solutions LLC independent RIAReliance Wealth Management independent RIARIA to RIAJul 24, 2025Feb 7, 2025
Tyler Robert DunkelbergerCoppell Advisory Solutions LLC independent RIAReliance Wealth Management independent RIARIA to RIAJul 24, 2025Feb 7, 2025
Nicholas Alexander MattCoppell Advisory Solutions LLC independent RIALPL Enterprise, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 7, 2025Jan 8, 2026 (185 d)
Dominick Anthony MessinaCoppell Advisory Solutions LLC independent RIAGibbs Wealth Management, LLC independent RIARIA to RIAMar 6, 2025Mar 12, 2025
Dustin Brandt MitchellCoppell Advisory Solutions LLC independent RIAGibbs Wealth Management, LLC independent RIARIA to RIAFeb 13, 2025Feb 27, 2025
Michael Francis IrwinCoppell Advisory Solutions LLC independent RIATriad Wealth Partners, LLC independent RIARIA to RIAJan 7, 2025Jan 8, 2025
Fraser Lawrence AllportCoppell Advisory Solutions LLC independent RIASequent Planning, LLC independent RIARIA to RIAJan 3, 2025Oct 28, 2025 (298 d)
Lisa Gail BrumfieldCoppell Advisory Solutions LLC independent RIAVisionary Wealth Management, LLC no RAUMOtherJan 3, 2025Apr 20, 2021
Ryan Kennedy FoncannonCoppell Advisory Solutions LLC independent RIAElite Investment Team LLC no RAUMOtherJan 3, 2025Dec 13, 2018
Ryan Michael RinehartCoppell Advisory Solutions LLC independent RIADenali Financial Group, LLC state registeredRIA to a state-registered adviserNov 15, 2024Oct 24, 2024
Justin Duane MundtCoppell Advisory Solutions LLC independent RIARealta Investment Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankSep 6, 2024Sep 5, 2024
Carson James GroverCoppell Advisory Solutions LLC independent RIALifeworks Advisors, LLC independent RIARIA to RIASep 6, 2024Jun 25, 2024
Brian Charles DoughertyCoppell Advisory Solutions LLC independent RIAPlc Investment Solutions, LLC state registeredRIA to a state-registered adviserAug 19, 2024May 21, 2024
Yehoshua Leibel SternbachCoppell Advisory Solutions LLC independent RIAYields For You, LLC state registeredRIA to a state-registered adviserMay 30, 2024Aug 13, 2022
Thomas Edward GuidiciCoppell Advisory Solutions LLC independent RIAGuidici Wealth Management LLC state registeredRIA to a state-registered adviserMay 1, 2024May 1, 2024
Steven Michael GoodmanCoppell Advisory Solutions LLC independent RIAAlphastar Capital Management independent RIARIA to RIAAug 30, 2023Oct 24, 2023 (55 d)
Richard Joseph DurkeeCoppell Advisory Solutions LLC independent RIAIndependent Advisor Alliance, LLC independent RIARIA to RIAAug 15, 2023May 25, 2023
Nathan Edward WhiteCoppell Advisory Solutions LLC independent RIAIndependent Advisor Alliance, LLC independent RIARIA to RIAAug 15, 2023May 25, 2023
Raymond Patrick OconnellCoppell Advisory Solutions LLC independent RIAWealth Watch Advisors, Inc independent RIARIA to RIAAug 14, 2023Jul 15, 2025 (701 d)
Timothy Edward MeyerCoppell Advisory Solutions LLC independent RIARedwood Private Wealth independent RIARIA to RIAApr 11, 2023Apr 14, 2023
Frank Charles StamaCoppell Advisory Solutions LLC independent RIARedwood Private Wealth independent RIARIA to RIAAug 11, 2022Aug 25, 2022
Brittney Michelle MillerCoppell Advisory Solutions LLC independent RIAThayer Financial, L.L.C. independent RIARIA to RIAMar 1, 2022Sep 8, 2024 (922 d)
Robert Martin NickosonCoppell Advisory Solutions LLC independent RIASt. Bernard Financial Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 24, 2022Jan 5, 2022
Rebeccah PaonitaCoppell Advisory Solutions LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseOct 7, 2021Nov 16, 2021 (40 d)
Michael Thomas RiedmillerCoppell Advisory Solutions LLC independent RIAImpact Partnership Wealth, LLC no RAUMRIA to a newly registered adviserAug 26, 2021Aug 27, 2021
Shaun Michael ClearwaterCoppell Advisory Solutions LLC independent RIARedhawk Wealth Advisors, Inc. mixed wealthRIA to RIAMay 24, 2021May 21, 2021
Casey Ray MccurdyCoppell Advisory Solutions LLC independent RIARedhawk Wealth Advisors, Inc. mixed wealthRIA to RIAMay 24, 2021Jun 21, 2021
Terence K BrownCoppell Advisory Solutions LLC independent RIAGibbs Wealth Management, LLC independent RIARIA to RIAMay 28, 2020Jun 15, 2020
Erica Lynne MccainCoppell Advisory Solutions LLC independent RIAAe Wealth Management, LLC independent RIARIA to RIAApr 27, 2020Apr 22, 2020
Christopher Mark GladingCoppell Advisory Solutions LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAApr 1, 2020Jul 16, 2020 (106 d)
Adam Robert FreundCoppell Advisory Solutions LLC independent RIAGradient Advisors, LLC independent RIARIA to RIAJan 28, 2020Oct 31, 2019
Jordan Dean MainCoppell Advisory Solutions LLC independent RIAGradient Advisors, LLC independent RIARIA to RIAJan 27, 2020Oct 31, 2019
David Aaron LeeCoppell Advisory Solutions LLC independent RIAMach-1 Financial Group, LLC independent RIARIA to RIADec 26, 2019Feb 28, 2019
Matthew Jordan WaltersCoppell Advisory Solutions LLC independent RIAMach-1 Financial Group, LLC independent RIARIA to RIADec 26, 2019Feb 28, 2019
Peter William DotsonCoppell Advisory Solutions LLC independent RIABcd Advisors state registeredRIA to a state-registered adviserSep 26, 2019Aug 28, 2019
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82 moves match.