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Investment Adviser Firm Summary

COPPELL ADVISORY SOLUTIONS, LLC (CRD# 156549 / SEC# 801-72171)
Alternate Names: C&N WEALTH MANAGEMENT , COPPELL ADVISORY SOLUTIONS, LLC , ELITE INVESTMENT TEAM LLC , FUSION CAPITAL MANAGEMENT , FUSION INVESTMENT ADVISORS , FUSION INVESTMENT ADVISORS, LLC , IAMS WEALTH MANAGEMENT , MACH 1 FINANCIAL GROUP

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 02/28/2011

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Alabama 07/13/2016
Arizona 03/21/2012
Arkansas 08/24/2015
California 03/21/2012
Colorado 01/14/2013
Florida 02/28/2011
Georgia 03/30/2012
Illinois 07/13/2016
Indiana 02/28/2011
Iowa 07/13/2016
Kansas 02/19/2014
Kentucky 07/13/2016
Louisiana 03/30/2012
Maine 02/12/2015
Massachusetts 06/21/2011
Michigan 02/28/2011
Mississippi 02/27/2014
Missouri 07/13/2016
Nebraska 03/12/2012
Nevada 03/30/2012
New Hampshire 03/12/2012
New Jersey 04/16/2012
New York 02/29/2012
North Carolina 10/30/2013
Ohio 03/30/2012
Oklahoma 07/13/2016
Oregon 03/21/2012
Pennsylvania 02/29/2012
Texas 11/17/2011
Washington 08/28/2013
West Virginia 07/13/2016
Wisconsin 07/13/2016

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser