Unclaimed Profile

Brian Paul Koepp

CAMBRIDGE LEGACY ADVISORS, INC.·DALLAS, Texas

SIE, Series 3, Series 7, Series 24, Series 55, Series 63, Series 66Clean record22 years registeredCAMBRIDGE LEGACY ADVISORS, INC.

15660 N. DALLAS PARKWAY, DALLAS, TX 75248CRD# 2915016Firm CRD# 119558

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Paul Koepp · DALLAS, TX

Registration

CRD #2915016 · CAMBRIDGE LEGACY ADVISORS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

SONNET, LLC

Jan 2018 – present

SONNET, LLC

Feb 2017 – Dec 2017

SPRING, TX

SONNET, LLC

Apr 2016 – Dec 2016

SPRING, TX

THE INSTITUTE

Jun 2013 – Jul 2014

DALLAS, TX

ONYX WEALTH ADVISORS, INC.

Sep 2004 – May 2013

SPRING, TX

IMS FINANCIAL ADVISORS, INC.

May 2004 – Sep 2004

HOUSTON, TX

IMS SECURITIES, INC.DBA IMS FINANCIAL ADVISORS, INC

Dec 2003 – Sep 2004

SPRING, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 55

Series 63

Series 66

Registration record

First registered · December 12, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ONYX WEALTH ADVISORS, INC.

CRD 119558 · SEC 801-64117

AUM

$122M

Regulatory assets under management

Employees

1,308 client accounts

Services offered by ONYX WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other advisory services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ONYX WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Brian Paul Koepp offer?

Brian Paul Koepp specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.

What are Brian Paul Koepp's credentials?

Brian Paul Koepp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Paul Koepp located?

Brian Paul Koepp is based in DALLAS, Texas, working with CAMBRIDGE LEGACY ADVISORS, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Brian Paul Koepp charge for services?

Brian Paul Koepp's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAMBRIDGE LEGACY ADVISORS, INC.?

CAMBRIDGE LEGACY ADVISORS, INC. has approximately 3 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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