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Danen Wallis Coalson

Coalson Financial Services, LLC

Las Cruces, NM

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Current Employers
Coalson Financial Services, Llc

500 North Church Street, Las Cruces, NM 88001 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2008-12-18
  • NM RA
    APPROVED
    Since 2008-12-18

Branch Locations

500 North Church Street, Las Cruces, NM 88001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coalson Financial Services, Llc Albuquerque NM 08/2008 Present
Previous Registrations
  • 2006-10-31 → 2008-03-28
    Essential Financial Planning, Inc.
    Albuquerque, NM
  • 2004-04-26 → 2006-11-14
    Thornburg Investment Management Inc
    Santa Fe, NM
  • 2003-02-10 → 2003-05-22
    Universal Advisory Services Inc
    Albuquerque, NM
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-02-07
S63 Uniform Securities Agent State Law Examination 1999-08-27
  • S65 Uniform Investment Adviser Law Examination
    2003-02-07
  • S63 Uniform Securities Agent State Law Examination
    1999-08-27
Designations
Other Names
  • Dane Coalson
  • Danen Coalson

View on SEC IAPD

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EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
INDEPENDENT FINANCIAL GROUP, LLC

Other Investors

JOSEPH WILLIAM DELAMATER
REBECCA MARIE PINCH
JACOB R DELAMATER
Margaret O'Kelley
Douglas Wesley Heward
Tanya Michelle Schlingman
Timothy James Gilliam
ANGELA RENEE PARRA-MCNEELY

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · LAS CRUCES, NM
U.S. BANCORP ADVISORS, LLC · Las Cruces, NM
EDWARD JONES · LAS CRUCES, NM
CETERA INVESTMENT ADVISERS LLC · LAS CRUCES, NM
EDWARD JONES · LAS CRUCES, NM
STATE FARM INVESTMENT MANAGEMENT CORP. · Las Cruces, NM
EAGLE STRATEGIES LLC · LAS CRUCES, NM
LPL FINANCIAL LLC · LAS CRUCES, NM

More in Las Cruces, NM

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