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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Everett Cole Franks | Integrated Advisors Network LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Mar 20, 2026 | Apr 10, 2026 |
| Stephen Douglas Norton | Cambridge Investment Research Advisors, Inc. BD affiliated | Coppell Advisory Solutions LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 18, 2026 | Mar 25, 2026 |
| Brian Seidenwand | Charles Schwab & Co., Inc. national BD | Coppell Advisory Solutions LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 22, 2026 | Jan 23, 2026 |
| Adam Raymond Carroll | Strategic Advisers LLC national BD | Coppell Advisory Solutions LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 13, 2025 | Dec 1, 2025 (171 d) |
| Daniel Ray Knelson | Financial & Tax Architects, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Jun 10, 2025 | Jun 6, 2025 |
| Gary Watts | Wealth Enhancement Advisory Services, LLC BD affiliated | Coppell Advisory Solutions LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 2, 2025 | Sep 2, 2025 (92 d) |
| Steven Michael Watkins | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Coppell Advisory Solutions LLC independent RIA | Wirehouse to independent RIA | May 19, 2025 | May 28, 2025 |
| Christopher Lopes Ribeiro | Alphastar Capital Management independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Apr 28, 2025 | May 22, 2025 |
| Kirandeep Kaur | Edward Jones national BD | Coppell Advisory Solutions LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 24, 2025 | Jan 1, 2026 (252 d) |
| Colby Jordan Mank | Penobscot Financial Advisors independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Feb 27, 2025 | Mar 17, 2025 |
| Connor Richard Emmert | Ameriprise Financial Services, LLC national BD | Coppell Advisory Solutions LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 16, 2025 | Feb 27, 2025 (42 d) |
| Nicholas Alexander Matt | Fidelity Personal And Workplace Advisors BD affiliated | Coppell Advisory Solutions LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 13, 2024 | May 27, 2025 (165 d) |
| Sarah Elizabeth Nestingen | Verum Partners LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Dec 3, 2024 | May 30, 2025 (178 d) |
| Nickles Gregory Spryn | Marmo Financial Group, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Nov 19, 2024 | Jan 13, 2026 (420 d) |
| Amon D Dothard | Park Avenue Securities LLC BD affiliated | Coppell Advisory Solutions LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 15, 2024 | Nov 7, 2024 |
| Jessica Eden Sicking | Charles Schwab & Co., Inc. national BD | Coppell Advisory Solutions LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 6, 2024 | Jul 18, 2025 (254 d) |
| John Charles Clement | Amc Wealth Management, LLC state registered | Coppell Advisory Solutions LLC independent RIA | Other | Oct 31, 2024 | Jun 27, 2025 (239 d) |
| Nicholas Antonio Lopez | Retirement Planners Of America independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Aug 28, 2024 | Aug 14, 2025 (351 d) |
| Scott Clifford Grover | Strategic Advocates, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Aug 1, 2024 | Aug 22, 2024 |
| Robert Neil Maxson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Coppell Advisory Solutions LLC independent RIA | Wirehouse to independent RIA | Jul 29, 2024 | Oct 13, 2024 (76 d) |
| Dillon Kanhalikham | Fluent Financial, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Jul 25, 2024 | Aug 16, 2024 |
| Ryan Michael Rinehart | Carlson Financial independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Jul 24, 2024 | Jul 31, 2024 |
| Anthony Russell Vasquez | MML Investors Services, LLC BD affiliated | Coppell Advisory Solutions LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 12, 2024 | Jul 18, 2024 |
| Thomas Edward Guidici | Gibbs Wealth Management, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Apr 25, 2024 | Apr 22, 2024 |
| Gage Clay Ross | Ae Wealth Management, LLC BD affiliated | Coppell Advisory Solutions LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 8, 2024 | Jul 25, 2025 (564 d) |
| Adam Reid Dowlen | Hbw Advisory Services LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Dec 31, 2023 | Jan 30, 2025 (396 d) |
| Michael Francis Irwin | Gibbs Wealth Management, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Dec 13, 2023 | Dec 15, 2023 |
| Loyd Lamar Beacham | Badger Creek Advisors, LLC unclassified | Coppell Advisory Solutions LLC independent RIA | Other | Dec 8, 2023 | Feb 2, 2024 (56 d) |
| Matthew Benjamin Rowley | Foundations Investment Advisors LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Dec 1, 2023 | Dec 1, 2023 |
| Stewart Bruce Leafblad | Swmg, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Nov 15, 2023 | May 21, 2024 (188 d) |
| Ronald Scott Staton | Virtue Capital Management, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Oct 30, 2023 | Nov 2, 2023 |
| Cole Harrison Staton | Virtue Capital Management, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Oct 30, 2023 | Oct 31, 2023 |
| Billie Lavelle Odom | LPL Financial LLC BD affiliated | Coppell Advisory Solutions LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 1, 2023 | Jan 1, 2026 (853 d) |
| Dustin Brandt Mitchell | Kinetic Investment Management, Inc. independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Jul 12, 2023 | Jun 14, 2023 |
| Karen Meyer Holland | Dempsey Lord Smith, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | May 23, 2023 | Jun 1, 2023 |
| Taylor Dean Lee | Integrated Advisors Network LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | May 9, 2023 | May 22, 2023 |
| Patrick Michael Mueller | Virtue Capital Management, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Mar 8, 2023 | Feb 23, 2023 |
| Tracy B Coffman | Cetera Investment Advisers LLC BD affiliated | Coppell Advisory Solutions LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 21, 2022 | Jan 5, 2023 |
| Jonathan Patrick Dobson | Bankers Life Advisory Services, Inc. BD affiliated | Coppell Advisory Solutions LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 20, 2022 | Jan 7, 2026 (1114 d) |
| Ian Rodger Welham | Vertis Wealth, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Nov 11, 2022 | Sep 6, 2023 (299 d) |
| Frank Charles Stama | Mkt Investments, LLC unclassified | Coppell Advisory Solutions LLC independent RIA | Other | Oct 18, 2022 | Nov 18, 2021 |
| Eric Peter Weschke | Kalos Management BD affiliated | Coppell Advisory Solutions LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2022 | Sep 8, 2022 |
| Pamela Harlan Wilson | Creativeone Wealth, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Sep 22, 2022 | Sep 23, 2022 |
| Caroline Grace Rakness | Creativeone Wealth, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Sep 22, 2022 | Sep 23, 2022 |
| Curtis Jeffery Stephens | Capital Advisor Network independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Aug 12, 2022 | Aug 2, 2022 |
| Brian Joseph Bartold | Corecap Advisors BD affiliated | Coppell Advisory Solutions LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 7, 2022 | May 31, 2022 |
| Raymond Patrick Oconnell | Onyx Bridge Wealth Group LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | May 3, 2022 | May 24, 2022 |
| Justin Duane Mundt | Onyx Bridge Wealth Group LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | May 2, 2022 | Mar 29, 2022 |
| Carson James Grover | Onyx Bridge Wealth Group LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | May 2, 2022 | May 3, 2022 |
| Tiffany Anne Young | Corecap Advisors BD affiliated | Coppell Advisory Solutions LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 25, 2022 | Mar 21, 2022 |
| Steven Michael Goodman | Fidelity Personal And Workplace Advisors BD affiliated | Coppell Advisory Solutions LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 22, 2022 | Aug 1, 2022 (132 d) |
| Shaun Francis Moynihan | Dempsey Lord Smith, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Oct 14, 2021 | Oct 15, 2021 |
| Joseph Patrick Roop | Dempsey Lord Smith, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Sep 21, 2021 | Mar 2, 2022 (162 d) |
| Brittney Michelle Miller | Dempsey Lord Smith, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Sep 21, 2021 | Nov 24, 2021 (64 d) |
| Emerita Agtual Flores | Global Asset Management Group unclassified | Coppell Advisory Solutions LLC independent RIA | Other | Aug 13, 2021 | Jan 1, 2026 (1602 d) |
| Nicolas John Pesci | Visionary Wealth Management, LLC no RAUM | Coppell Advisory Solutions LLC independent RIA | Other | Aug 11, 2021 | Aug 30, 2021 |
| Terence K Brown | Visionary Wealth Management, LLC no RAUM | Coppell Advisory Solutions LLC independent RIA | Other | Aug 11, 2021 | Aug 27, 2021 |
| Sabrina Lennhoff Brown | Visionary Wealth Management, LLC no RAUM | Coppell Advisory Solutions LLC independent RIA | Other | Aug 11, 2021 | Aug 30, 2021 |
| Dana William Dunkelberger | Visionary Wealth Management, LLC no RAUM | Coppell Advisory Solutions LLC independent RIA | Other | Aug 11, 2021 | Aug 30, 2021 |
| Anton James Anderson | Onyx Bridge Wealth Group LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Jun 23, 2021 | Dec 9, 2025 (1630 d) |
Page 1 of 2Next
120 moves match.