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Evan Michael Coffman

Osaic Wealth, Inc.

Greenwood, IN

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-01-22
  • IN RA
    APPROVED
    Since 2024-01-22

Branch Locations

1266 Lincoln Park Blvd., Greenwood, IN 46142 • 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
Penn Station East Coast Subs Indianapolis IN 06/2020 08/2020
Marc Financial Indianapolis IN 08/2020 08/2021
Purdue University West Lafayette IN 08/2021 12/2024
Towne Park Indianapolis IN 05/2022 09/2022
Chipotle Mexican Grill West Lafayette IN 10/2022 03/2024
Marc Financial Indianapolis IN 05/2023 Present
Parking Management Company Indianapolis IN 05/2023 08/2024
Student Indianapolis IN 08/2010 08/2021
Sagepoint Financial, Inc. Indianapolis IN 07/2023 09/2023
Osaic Wealth, Inc. Indianapolis IN 09/2023 Present
  • 06/2020 → 08/2020
    Penn Station East Coast Subs
    Indianapolis, IN
  • 08/2020 → 08/2021
    Marc Financial
    Indianapolis, IN
  • 08/2021 → 12/2024
    Purdue University
    West Lafayette, IN
  • 05/2022 → 09/2022
    Towne Park
    Indianapolis, IN
  • 10/2022 → 03/2024
    Chipotle Mexican Grill
    West Lafayette, IN
  • 05/2023 → Present
    Marc Financial
    Indianapolis, IN
  • 05/2023 → 08/2024
    Parking Management Company
    Indianapolis, IN
  • 08/2010 → 08/2021
    Student
    Indianapolis, IN
  • 07/2023 → 09/2023
    Sagepoint Financial, Inc.
    Indianapolis, IN
  • 09/2023 → Present
    Indianapolis, IN
Other Businesses

1. DOOR DASH POSITION: Driver NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/13/2025 ADDRESS: 1751 Delaney Drive, Indianapolis IN 46217, United States DESCRIPTION: I deliver food. 2. MARC FINANCIAL INC. POSITION: Registered Administrative Assistant NATURE: S- Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2020 ADDRESS: 1751 Delaney Drive, Indianapolis IN 46217, United States DESCRIPTION: I perform administrative duties as well as assist the financial professional in planning and transactions. 3. SOLE PROPRIETER POSITION: Insurance Sales NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 1751 Delaney Drive, Indinapolis IN 46217, United States DESCRIPTION: I sell life insurance to people who need it.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-19
S63 Uniform Securities Agent State Law Examination 2023-12-29
  • S65 Uniform Investment Adviser Law Examination
    2024-01-19
  • S63 Uniform Securities Agent State Law Examination
    2023-12-29

View on SEC IAPD

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