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

Arrivals at 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
Robert Hubbard TrowbridgeElite Investment Team LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAJan 4, 2021Dec 17, 2020
Brian Charles DoughertyElite Investment Team LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIADec 31, 2020Dec 18, 2020
Philip Gilbert GarciaGlobal Asset Management Group unclassifiedCoppell Advisory Solutions LLC independent RIAOtherNov 30, 2020Oct 16, 2020
John Matthew PetersonGlobal Asset Management Group unclassifiedCoppell Advisory Solutions LLC independent RIAOtherNov 30, 2020Oct 19, 2020
Timothy Edward MeyerVirtue Capital Management, LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAApr 22, 2020May 19, 2020
Shaun Michael ClearwaterVirtue Capital Management, LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAApr 1, 2020Jun 2, 2020 (62 d)
Michael Thomas RiedmillerZega Financial, LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAJan 3, 2020Feb 27, 2020 (55 d)
Richard Joseph DurkeeVann Equity Management LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIADec 9, 2019Jan 23, 2019
Dustin P RollinsVann Equity Management LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIADec 9, 2019Jan 1, 2026 (2215 d)
Michael Paul MallVirtue Capital Management, LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAJul 8, 2019Aug 22, 2019 (45 d)
Jason M CilloVirtue Capital Management, LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAJun 18, 2019Jun 14, 2019
Jeffrey Alan HeybrockRoyal Fund Management, LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAApr 11, 2019Apr 11, 2019
Yehoshua Leibel SternbachVann Equity Management LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAApr 3, 2019Mar 25, 2019
Calvin Marshall RutledgeRoyal Fund Management, LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAJan 29, 2019Jan 29, 2019
Christopher Orval BraceEagle Financial Advisors, LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAJan 4, 2019Jan 1, 2025 (2189 d)
Andrew C BraceEagle Financial Advisors, LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAJan 4, 2019Jan 1, 2025 (2189 d)
Peter William DotsonHbw Advisory Services LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIADec 31, 2018Feb 1, 2019 (32 d)
Russell Lee LunaFirst Advisors National, LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAAug 9, 2018Aug 9, 2018
Jordan Dean MainAe Wealth Management, LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAJul 10, 2018Jul 2, 2018
Adam Robert FreundAe Wealth Management, LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAJul 10, 2018Jun 14, 2018
Michael Emmett WilliamsPanthrex Asset Management LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAJun 7, 2018Jun 14, 2019 (372 d)
Lisa Gail BrumfieldGwn Securities Inc. BD affiliatedCoppell Advisory Solutions LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 14, 2018May 13, 2019 (364 d)
Erica Lynne MccainQuestar Asset Management, Inc. BD affiliatedCoppell Advisory Solutions LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 28, 2018Jan 18, 2018
Fraser Lawrence AllportSound Income Strategies, LLC otherCoppell Advisory Solutions LLC independent RIAOtherFeb 1, 2018Feb 6, 2018
Craig Steven SullivanInvestment Advisors Corp otherCoppell Advisory Solutions LLC otherOtherNov 8, 2017May 24, 2017
Donald Paul GoernerSpectrum Advisors, Inc. independent RIACoppell Advisory Solutions LLC otherOtherNov 7, 2017Sep 18, 2017
Ryan Kennedy FoncannonHorter Investment Management, LLC otherCoppell Advisory Solutions LLC otherOtherOct 19, 2017Oct 31, 2017
Troy FrazierInvestment Advisors Corp otherCoppell Advisory Solutions LLC otherOtherSep 29, 2017Mar 21, 2017
Joshua Karl GreenbergMotiv8 Investments LLC otherCoppell Advisory Solutions LLC independent RIAOtherSep 21, 2017Jan 1, 2026 (3024 d)
Matthew Jordan WaltersCapital Markets Iq, LLC otherCoppell Advisory Solutions LLC independent RIAOtherAug 16, 2017May 18, 2018 (275 d)
Jesse William HauptriefResource Wealth Management, LLC unclassifiedCoppell Advisory Solutions LLC otherOtherJul 18, 2017Nov 13, 2014
Terence K BrownM Holdings Securities, Inc. otherCoppell Advisory Solutions LLC independent RIAOtherJul 13, 2017Jul 9, 2019 (726 d)
Ernest O MillerBright Wealth Management, LLC independent RIACoppell Advisory Solutions LLC otherOtherMay 24, 2017Sep 22, 2017 (121 d)
Miguel Angel HernandezForesters Equity Services, Inc. otherCoppell Advisory Solutions LLC independent RIAOtherNov 22, 2016Sep 8, 2022 (2116 d)
David Aaron LeeBrookstone Capital Management LLC otherCoppell Advisory Solutions LLC otherOtherFeb 16, 2016Feb 16, 2016
Eric Thomas ScogginsE.T.S. Financial Services, Inc. unclassifiedCoppell Advisory Solutions LLC otherOtherDec 31, 2015Oct 15, 2013
Brian Dufort LoweryOnpointe Advisory And Financial Services, LLC otherCoppell Advisory Solutions LLC independent RIAOtherDec 16, 2015May 13, 2019 (1244 d)
Allen Parnell HargisIntegrity Alliance, LLC otherCoppell Advisory Solutions LLC otherOtherAug 4, 2015Aug 24, 2015
James Wallace KingJ. Wallace King LLC unclassifiedCoppell Advisory Solutions LLC otherOtherDec 31, 2014May 1, 2014
Jason M CilloOnpointe Advisory And Financial Services, LLC otherCoppell Advisory Solutions LLC otherOtherMay 9, 2014Apr 25, 2014
Scott Dwane WalkerIntegrity Alliance, LLC otherCoppell Advisory Solutions LLC otherOtherApr 30, 2014Apr 29, 2014
John Christian GesekOptimus Capital Advisors, LLC otherCoppell Advisory Solutions LLC otherOtherDec 31, 2013Dec 13, 2012
Jerald Michael KennedyAptus Capital Management unclassifiedCoppell Advisory Solutions LLC otherOtherDec 2, 2013Jan 2, 2014 (31 d)
Carlos Alfredo CortezCalton & Associates, Inc. otherCoppell Advisory Solutions LLC otherOtherJan 15, 2013Apr 4, 2013 (79 d)
Thomas Vincent MeagliaStockbridge Financial Services, LLC unclassifiedCoppell Advisory Solutions LLC otherOtherDec 31, 2012Apr 3, 2013 (93 d)
Terrence F O'ReillyAmerican Investment Services otherCoppell Advisory Solutions LLC otherOtherDec 21, 2012Jan 22, 2013 (32 d)
Barbara Jean SwiatekBrookstone Capital Management LLC otherCoppell Advisory Solutions LLC otherOtherDec 21, 2012Jan 14, 2013
John Mark CanadaAmerican Investment Services otherCoppell Advisory Solutions LLC otherOtherNov 30, 2012Feb 1, 2013 (63 d)
Eugene Robert PenderSpc otherCoppell Advisory Solutions LLC independent RIAOtherOct 22, 2012Jan 1, 2026 (4819 d)
Justin Francis CarlsonAmerican Investment Services otherCoppell Advisory Solutions LLC otherOtherSep 27, 2012Nov 7, 2012 (41 d)
Thomas Walter SavinoAmerican Investment Services otherCoppell Advisory Solutions LLC otherOtherSep 19, 2012Oct 10, 2012
Daniel Walter DonihueAmerican Investment Services otherCoppell Advisory Solutions LLC otherOtherSep 13, 2012Sep 17, 2012
Cameron Merrill EvansFirst Citizens Investor Services, Inc. otherCoppell Advisory Solutions LLC otherOtherJun 1, 2012May 28, 2014 (726 d)
Nickie Todd DallyGlobal Financial Private Capital, Inc. otherCoppell Advisory Solutions LLC otherOtherApr 18, 2012Jun 27, 2013 (435 d)
Anthony Francis ApollaroOptimus Capital Advisors, LLC otherCoppell Advisory Solutions LLC otherOtherNov 11, 2011Nov 17, 2011
Michael Lawrence AlbertsonTradewell Tax & Financial, LLC unclassifiedCoppell Advisory Solutions LLC otherOtherFeb 15, 2011Jun 20, 2011 (125 d)
Robert Martin NickosonNew England Securities Corporation otherCoppell Advisory Solutions LLC otherOtherJan 14, 2011Oct 2, 2013 (992 d)
Cecilia PenaFinancial Leadership Advisors, Inc. unclassifiedCoppell Advisory Solutions LLC independent RIAOtherOct 21, 2009Aug 12, 2021 (4313 d)
Paul Allan DyerTransamerica Financial Advisors, LLC otherCoppell Advisory Solutions LLC otherOtherOct 18, 2007Nov 23, 2015 (2958 d)
David John StoffletOn Investment Management Co otherCoppell Advisory Solutions LLC otherOtherJul 7, 2004May 8, 2014 (3592 d)
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120 moves match.