# AARON SCOTT COATES

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [RELEVANT FINANCIAL ADVISORS LLC](https://search.stillhousedata.com/firm/174465) | 2022-01-14 | present | Yes |
| [RELEVANT FINANCIAL ADVISORS LLC](https://search.stillhousedata.com/firm/174465) | 2015-01-16 | 2021-12-31 | — |
| [VALEO FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/127132) | 2009-12-07 | 2016-12-16 | — |
| [RELEVANT FINANCIAL PLANNING LLC](https://search.stillhousedata.com/firm/146717) | 2008-03-31 | 2009-10-02 | — |
| [COMPASS WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/117129) | 2006-10-13 | 2010-02-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2690089)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2690089.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.