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139 S. English Station Road Suite 230, Louisville, KY 40245-3997 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-04-18 |
| IN | RA | APPROVED | 2016-03-22 |
| KY | RA | APPROVED | 2016-03-22 |
| TX | RA | APPROVED | 2016-03-22 |
Branch Locations
139 S. English Station Road Suite 230, Louisville, KY 40245-3997 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| General Electric Appliances | Louisville | KY | 06/2014 | 09/2018 |
| Coats Financial Planning | Louisville | KY | 06/2014 | 09/2018 |
| Coats Financial Planning | Louisville, Ky | KY | 09/2018 | Present |
| Via Lata Consulting, Llc | Louisville, Ky | KY | 04/2018 | Present |
Via Lata, LLC, 14603 Valencia Drive, Louisville, KY 40245 Owner and Principal - Established 03/2018 Small supply chain operations and compliance consulting firm. Currently work with Zack Clark (who separated from Coats Financial Planning) to help him with compliance planning, and ADV paperwork. Devote 1 hr / month to the firm, may happen inside or outside normal trading hours. Member, Board of Directors, Valencia Villas at Landis Lakes Homeowners Association, Inc. Unpaid position, 5 hr./month, mostly outside normal trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-22 |
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