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Detailed Report
Amon D Dothard
Amon Dothard
CRD#: 7705579
IA
Investment Adviser
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Previous Broker
COPPELL ADVISORY SOLUTIONS LLCCRD#: 156549 12636 High luff Dr,
#400
San Diego, CA 92130
Registration History
2023AprJulOct2024AprJulOct2025AprJulOct2026IACOPPELL ADVISORY SOLUTIONS LLC (CRD# 156549)2024 - Present (<1 year)BPARK AVENUE SECURITIES LLC (CRD# 46173)2023 - 2024 (<1 year)IAPARK AVENUE SECURITIES LLC (CRD# 46173)2024 - 2024 (<1 year)
License(s)

State Registrations

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California 11/7/2024
Current Registration(s)
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COPPELL ADVISORY SOLUTIONS LLC (CRD#:156549)
12636 High luff Dr, #400, San Diego, CA 92130
Registered with this firm since 11/7/2024
Previous Registration(s)
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 04/01/2024 - 11/15/2024 PARK AVENUE SECURITIES LLC (CRD#:46173) SAN DIEGO, CA
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 12/19/2023 - 11/15/2024 PARK AVENUE SECURITIES LLC (CRD#:46173) SAN DIEGO, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.