Ian Jerrell Coleman

Current Employers

Employment History

• 06/2015 → 07/2017
  Lpl Financial Llc
  Charlotte, NC
• 07/2017 → 02/2021
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 08/2017 → 02/2021
  Suntrust Advisory Services, Inc.
  Atlanta, GA
• 02/2021 → 06/2024
  Truist Investment Services, Inc.
  Richmond, VA
• 02/2021 → 06/2024
  Truist Advisory Services, Inc.
  Richmond, VA
• 07/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2017-08-04 → 2024-07-01
  Truist Advisory Services, Inc.
  Richmond, VA
  Glen Allen, VA
  Richmond, VA
• 2015-10-05 → 2017-07-27
  Lpl Financial Llc
  Midlothian, VA
  Frederick, MD
  Fort Mill, SC
• 2013-09-03 → 2015-07-09
  Morgan Stanley
  Washington, DC
• 2007-12-11 → 2013-08-28
  Truist Investment Services, Inc.
  Richmond, VA
  Richmond, VA
• 2006-03-24 → 2007-12-06
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
• 2005-10-31 → 2006-03-21
  Osaic Services, Inc.
  Phoenix, AZ
• 2004-07-01 → 2005-11-04
  Sunamerica Securities, Inc.
  Phoenix, AZ

Other Businesses

1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 07/01/2024 2. TAG ADVISORS, 4801 Cox Road, Suite 102, Glen Allen VA 23060, United States, 07/01/2024, IAR, DBA, INV REL, 160/MO - 160/Trading

Exams

• S66 Uniform Combined State Law Examination
  2001-06-20