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Christopher David Coleman

Clarendon Private LLC

Providence, RI

Boston, MA

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Current Employers
Clarendon Private Llc

131 Clarendon Street 4Th Floor, Boston, MA 02116-5131 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-03-04
  • RI RA
    APPROVED
    Since 2025-03-04

Branch Locations

1 Turks Head Place, Providence, RI 02903 • United States

131 Clarendon Street 4Th Floor, Boston, MA 02116-5131 • 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
Ubs Financial Services, Inc. Rockland MA 07/2016 05/2019
Wells Fargo Clearing Services Llc Norwell MA 05/2019 01/2024
Clarendon Private Llc Boston MA 01/2024 Present
  • 07/2016 → 05/2019
    Ubs Financial Services, Inc.
    Rockland, MA
  • 05/2019 → 01/2024
    Wells Fargo Clearing Services Llc
    Norwell, MA
  • 01/2024 → Present
    Clarendon Private Llc
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-04
  • S66 Uniform Combined State Law Examination
    2025-03-04

View on SEC IAPD

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