DIANE COFFMAN is an investment adviser representative (IAR) with state registration records since 2011, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-12-09 | 2025-03-31 | — |
| BANCWEST INVESTMENT SERVICES, INC. | 2019-02-28 | 2021-10-12 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2018-08-23 | 2019-02-20 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011-08-24 | 2018-05-02 | — |