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Inactive

Taren Danetta Coleman

Nea Member Benefits

Gaithersburg, MD

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Current Employers
Nea Member Benefits

900 Clopper Road Suite 300, Gaithersburg, MD 20878-1360 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-11-17
TX RA APPROVED_RES 2012-11-02
  • MD RA
    APPROVED
    Since 2023-11-17
  • TX RA
    APPROVED_RES
    Since 2012-11-02

Branch Locations

900 Clopper Road Suite 300, Gaithersburg, MD 20878-1360 • 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
Nea Member Benefits Gaithersburg MD 08/2011 Present
Previous Registrations
  • 2006-10-31 → 2011-12-31
    Coleman Financial Group
    Silver Spring, MD
  • 2005-10-25 → 2007-05-03
    Bigger & Coleman, Llc
    Bethesda, MD
  • 2003-10-06 → 2005-09-06
    Mml Investors Services, Llc
    Bethesda, MD
  • 2001-05-17 → 2003-08-05
    Equitable Advisors, Llc
    Silver Spring, MD
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-03-08
S65 Uniform Investment Adviser Law Examination 2000-04-25
  • S63 Uniform Securities Agent State Law Examination
    2001-03-08
  • S65 Uniform Investment Adviser Law Examination
    2000-04-25

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
PLANVEST FINANCIAL, INC.

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Other Offices

SHERMAN WEALTH MANAGEMENT LLC · GAITHERSBURG, MD
PRIVATE CLIENT SERVICES, LLC · Gaithersburg, MD
COMMONWEALTH FINANCIAL NETWORK · Gaithersburg, MD
PFS INVESTMENTS INC. · GAITHERSBURG, MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · GAITHERSBURG, MD
CHARLES SCHWAB & CO., INC. · Gaithersburg, MD
WELLS FARGO CLEARING SERVICES, LLC · GAITHERSBURG, MD
PLANVEST FINANCIAL, INC. · GAITHERSBURG, MD

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