# Cole David Batchelor

Cole David Batchelor is an investment adviser representative (IAR) with state registration records since 2021, appearing at 4 firms. Currently registered with ALLOY WEALTH HOLDINGS LLC, FOUNDATIONS INVESTMENT ADVISORS LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FOUNDATIONS INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/175083) | 2026-07-07 | present | Yes |
| [ALLOY WEALTH HOLDINGS LLC](https://search.stillhousedata.com/firm/306227) | 2026-06-04 | present | Yes |
| [VOYA FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/2882) | 2024-05-09 | 2026-05-28 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2021-11-11 | 2024-05-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7260871)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7260871.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.