ALEXANDER COATS is an investment adviser representative (IAR) with state registration records since 2017, appearing at 7 firms. Currently registered with HARPER FINANCIAL STRATEGIES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| HARPER FINANCIAL STRATEGIES, LLC | 2026-06-01 | present | Yes |
| ATLAS WEALTH MANAGEMENT, LLC | 2026-03-05 | 2026-06-30 | — |
| ROBERT W. BAIRD & CO. INCORPORATED | 2025-10-03 | 2026-01-14 | — |
| WT WEALTH MANAGEMENT, LLC | 2025-05-05 | 2025-09-08 | — |
| FINANCIAL ENGINES ADVISORS L.L.C. | 2020-01-21 | 2025-03-21 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2019-06-11 | 2019-11-04 | — |
| VOYA INVESTMENT MANAGEMENT CO. LLC | 2017-12-13 | 2019-05-31 | — |