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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-12-23 |
Branch Locations
200 Carolina Point Parkway 4Th Floor, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Colorado Springs | CO | 10/2013 | 05/2020 |
| Usaa Financial Advisors | Colorado Springs | CO | 01/2015 | 05/2020 |
| Frostbite Brewery | Colorado Springs | CO | 10/2016 | Present |
| Randall Coan Remodeling/Tile Work | Colorado Springs | CO | 06/2017 | Present |
| Randall Coan Voiceovers | Colorado Springs | CO | 04/2019 | Present |
| Charles Schwab & Co., Inc. | Germantown | TN | 05/2020 | 11/2025 |
| Charles Schwab Bank, Ssb | Germantown | TN | 04/2024 | 11/2025 |
| Td Bank N.A. | Greenville | SC | 12/2025 | Present |
FROSTBITE BREWERY, COLORADO SPRINGS, CO, NOT INVESTMENT RELATED, BREWERY, CEO, START 101416, 2 HOURS PER WEEK, NOT DURING TRADING HOURS, SETTING UP WEBSITE AND COPYRIGHT FOR LOGOS AND CONSULTING LEGAL ADVICE ON BUSINESS VENTURE AND LICENSE RANDALL COAN REMODELING/TILE WORK, 8120 LYTHRUM DRIVE, COLORADO SPRINGS, CO 80920, TILE WORK AND REMODELING, START DATE 061917, 8 HOURS PER WEEK, 0 HOURS DURING TRADING, NOT INVESTMENT RELATED, TILE WORK AND REMODELING FOR FRIENDS. Company Name: RANDALL COAN VOICEOVERS Company Address 1: 8120 LYTHRUM DRIVE Company City/State/Zip: COLORADO SPRINGS, CO 80920 Nature of Business: VOICEOVERS. Title/Position Held: VOICEOVER MEDIA Brief Description of Duties Performed: RADIO VOICEOVERS Employed: From: 04/10/2019 To: Amount of Time You Devote to Business: 4 HOURS PER WEEK Work for business during securities trading hours? NO Is the activity you are reporting investment related? NO Compensated for work? Yes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-24 |
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