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Victoria Sablan Coleman

Your Ia, LLC

Clearwater, FL

St. George, UT

CRD 4820316

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Employer firm

Your Ia, LLC CRD 338535

$107M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Your Ia, Llc

620 South 400 East, St. George, UT 84770 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-03
CA RA APPROVED 2026-01-12
  • FL RA
    APPROVED
    Since 2026-02-03
  • CA RA
    APPROVED
    Since 2026-01-12

Branch Locations

601 Cleveland St, Suite 501-18, Clearwater, FL 33755 • United States

620 South 400 East, St. George, UT 84770 • 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
Wfgia Clearwater FL 03/2004 01/2026
Transamerica Financial Advisors, Inc Clearwater FL 01/2012 01/2026
Dynex Mortgage Solutions Inc Clearwter FL 05/2025 Present
Dynamic Expansion Inc La Crescenta CA 06/2015 12/2021
Rental Property Sun Valley CA 01/2003 Present
Smith Orloff Associates Jenkintown PA 08/2015 11/2017
Warner Pacific Insurance Westlake Village CA 07/2019 08/2025
Vc Management La Crescenta CA 12/2021 Present
Church Of Scientology Clearwater FL 03/1983 Present
Dynex Group Benefits Solutions Clearwater FL 05/2025 Present
Your Ia Clearwater FL 01/2026 Present
Common Sense Financial Clearwater FL 01/2026 Present
  • 03/2004 → 01/2026
    Wfgia
    Clearwater, FL
  • 01/2012 → 01/2026
    Transamerica Financial Advisors, Inc
    Clearwater, FL
  • 05/2025 → Present
    Dynex Mortgage Solutions Inc
    Clearwter, FL
  • 06/2015 → 12/2021
    Dynamic Expansion Inc
    La Crescenta, CA
  • 01/2003 → Present
    Rental Property
    Sun Valley, CA
  • 08/2015 → 11/2017
    Smith Orloff Associates
    Jenkintown, PA
  • 07/2019 → 08/2025
    Warner Pacific Insurance
    Westlake Village, CA
  • 12/2021 → Present
    Vc Management
    La Crescenta, CA
  • 03/1983 → Present
    Church Of Scientology
    Clearwater, FL
  • 05/2025 → Present
    Dynex Group Benefits Solutions
    Clearwater, FL
  • 01/2026 → Present
    Your Ia
    Clearwater, FL
  • 01/2026 → Present
    Common Sense Financial
    Clearwater, FL
Previous Registrations
  • 2012-01-06 → 2025-08-29
    Irvine, CA
    Irvine, CA
    Clearwater, FL
  • 2007-12-06 → 2012-01-06
    Investment Advisors International, Inc.
    Agoura Hills, CA
    Burbank, CA
    Burbank, CA
Other Businesses

Church Of Scientology | Not Investment Related | 500 Cleveland St. Clearwater, FL 33756 | Non-Profit Activities | Field Staff Member | March 1983 | 1 Hour per month | 0 hours devoted during trading hours | Help friends and family seeking self-improvement by referring to books, courses, and counseling. Only done as need arises. VC Management | Not Investment Related | 1497 Main St. #239, Dunedin, FL 34698 | Business management & administration | CEO & President | Owner | February 2024 | 120 hours per month | 60 hours devoted during trading hours | Provide back office, administrative support, plan and manage projects and internal processes. Rental Property | Not Investment Related | L1-B39 Beach Road, Garapan, Saipan, CNMI 96950 | Rental Property | Part-owner | January 2003 | 0 hours devoted each month | 0 hours devote during trading hours | Tenant deposits rental income into my account. property maintenance and other issues are taken care of by my brothers. Dynex Group Benefits Solutions | Investment Related | 601 Cleveland St., Suite 501-18, Clearwater, FL 33755 | Group Health Insurance plans and Group Term Life | Secretary and Agent | Independent Agent and contractor | May 2025 | 4 hours per week hours devoted during trading hours | Prepare agenda for annual board meeting Send out notice of annual meeting to shareholders Take minutes of annual meeting Finalize and send out annual meeting minutes & record in corporate book Agent: Sales of health insurance and group term life insurance. Common Sense Financial | Investment Related | 315 s. 500 E. Suite 202, American Fork UT 84003 | Health and Life Insurance | insurance agent | Independent Agent | September 2025 | 40 hours devoted each week | 20 devoted during trading hours | recruit, train and license life agents, life insurance sales to customers. Dynex Mortgage Solutions Inc. | Not Investment Related | 601 Cleveland St., Suite 501-18, Clearwater, FL 33755 | Mortgage Broker | Secretary Agent | May 2025 | 1 hour devoted week | 1 hour devoted week during trading hours | Corporate Secretary - Prepare agenda for annual board meeting, send out notice of annual board meeting to shareholders, take minutes of annual meeting, send out minutes and record in corporate book. Registered Agent - accept service of process and official government correspondence forward to the business owner.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-11-14
S63 Uniform Securities Agent State Law Examination 2004-10-20
  • S65 Uniform Investment Adviser Law Examination
    2007-11-14
  • S63 Uniform Securities Agent State Law Examination
    2004-10-20
Other Names
  • Vickie Coleman

View on SEC IAPD

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