AARON SCOTT COATES is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with RELEVANT FINANCIAL ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| RELEVANT FINANCIAL ADVISORS LLC | 2022-01-14 | present | Yes |
| RELEVANT FINANCIAL ADVISORS LLC | 2015-01-16 | 2021-12-31 | — |
| VALEO FINANCIAL ADVISORS, LLC | 2009-12-07 | 2016-12-16 | — |
| RELEVANT FINANCIAL PLANNING LLC | 2008-03-31 | 2009-10-02 | — |
| COMPASS WEALTH ADVISORS, LLC | 2006-10-13 | 2010-02-17 | — |