# Emily Beilman

Emily Beilman is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with COATS FINANCIAL PLANNING, INC., BELLE TRACE LLC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BELLE TRACE LLC](https://search.stillhousedata.com/firm/342302) | 2026-07-21 | present | Yes |
| [COATS FINANCIAL PLANNING, INC.](https://search.stillhousedata.com/firm/122135) | 2024-07-24 | present | Yes |
| [PLANCORP, LLC](https://search.stillhousedata.com/firm/106599) | 2023-03-14 | 2024-07-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7706702)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7706702.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.