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 Dufort LoweryCoppell Advisory Solutions LLC independent RIARegal Investment Advisors LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 4, 2019Jun 4, 2019
Russell Lee LunaCoppell Advisory Solutions LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAMar 5, 2019Jul 30, 2019 (147 d)
Cameron Merrill EvansCoppell Advisory Solutions LLC independent RIALifepro Asset Management independent RIARIA to RIADec 13, 2018Apr 2, 2018
Paul Allan DyerCoppell Advisory Solutions LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAAug 16, 2018Mar 15, 2018
Jerald Michael KennedyCoppell Advisory Solutions LLC independent RIASummit Wealth Partners, LLC otherOtherJun 7, 2018Jan 3, 2017
Ernest O MillerCoppell Advisory Solutions LLC independent RIABb&T Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 1, 2018Mar 13, 2019 (405 d)
Eric Thomas ScogginsCoppell Advisory Solutions LLC otherFirst Advisors National, LLC otherOtherOct 26, 2017Apr 29, 2015
Thomas Walter SavinoCoppell Advisory Solutions LLC otherTucker Asset Management LLC otherOtherOct 26, 2017Apr 15, 2016
Christopher Andrew HorvathCoppell Advisory Solutions LLC otherVann Equity Management LLC no RAUMOtherSep 7, 2017Sep 2, 2015
Tyler Paul TeterCoppell Advisory Solutions LLC otherHilltop Securities Inc. otherOtherMar 29, 2017Mar 28, 2017
John Christian GesekCoppell Advisory Solutions LLC otherOptimus Capital Advisors, LLC otherOtherAug 23, 2016Jan 15, 2014
Jeffrey James ClementsCoppell Advisory Solutions LLC otherCuso Financial Services, L.P. otherOtherJul 18, 2016Jul 13, 2016
Allen Parnell HargisCoppell Advisory Solutions LLC otherPanthrex Asset Management LLC no RAUMOtherMar 1, 2016Nov 5, 2015
Terrence F O'ReillyCoppell Advisory Solutions LLC otherIntegrity Alliance, LLC otherOtherJan 26, 2015Jan 27, 2015
Jesse William HauptriefCoppell Advisory Solutions LLC otherMcelhenny Sheffield Capital Management, LLC otherOtherDec 4, 2014May 1, 2017 (879 d)
Scott Dwane WalkerCoppell Advisory Solutions LLC otherVirtue Capital Management, LLC otherOtherSep 16, 2014Jun 27, 2014
Nickie Todd DallyCoppell Advisory Solutions LLC otherVirtue Capital Management, LLC otherOtherSep 16, 2014May 27, 2014
Jason M CilloCoppell Advisory Solutions LLC otherVirtue Capital Management, LLC otherOtherSep 16, 2014Jun 30, 2014
Carlos Alfredo CortezCoppell Advisory Solutions LLC otherResource Horizons Investment Advisory, Inc. otherOtherApr 8, 2014Oct 28, 2013
Keith Adam WiltfongCoppell Advisory Solutions LLC otherBrookstone Capital Management LLC otherOtherFeb 28, 2014Feb 27, 2014
Barbara Jean SwiatekCoppell Advisory Solutions LLC otherSignature Investments, Inc. otherOtherJul 15, 2013Jul 15, 2013
Michael Lawrence AlbertsonCoppell Advisory Solutions LLC otherUSA Financial Securities LLC otherOtherMay 6, 2013Apr 9, 2013
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82 moves match.