Eric Javin Coltrain

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-01
ID	RA	APPROVED	2021-07-21
LA	RA	APPROVED	2021-07-21
MT	RA	APPROVED	2021-07-21
VA	RA	APPROVED	2021-07-21
WA	RA	APPROVED	2021-07-21

CA RA
APPROVED

Since 2025-01-01
ID RA
APPROVED

Since 2021-07-21
LA RA
APPROVED

Since 2021-07-21
MT RA
APPROVED

Since 2021-07-21
VA RA
APPROVED

Since 2021-07-21
WA RA
APPROVED

Since 2021-07-21

Branch Locations

Spokane, WA • United States

501N Riverpoint Blvd, Ste 230, Spokane, WA 99202 • 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

Organization	City	State	From	To
Numerica Credit Union	Spokane	WA	12/2011	11/2020
Cuso Financial Services, Lp	San Diego	CA	11/2013	11/2020
Waddell & Reed, Inc.	Spokane	WA	11/2020	07/2021
Various Insurance Carriers For W&R Insurance Agencies	Spokane	WA	11/2020	07/2021
People For Effective Government	Spokane	WA	10/2020	07/2021
We Financial Partners, Pllc	Spokane	WA	11/2020	07/2021
Lpl Financial Llc	Spokane	WA	07/2021	Present

12/2011 → 11/2020

Numerica Credit Union

Spokane, WA
11/2013 → 11/2020

Cuso Financial Services, Lp

San Diego, CA
11/2020 → 07/2021

Waddell & Reed, Inc.

Spokane, WA
11/2020 → 07/2021

Various Insurance Carriers For W&R Insurance Agencies

Spokane, WA
10/2020 → 07/2021

People For Effective Government

Spokane, WA
11/2020 → 07/2021

We Financial Partners, Pllc

Spokane, WA
07/2021 → Present

Lpl Financial Llc

Spokane, WA

Previous Registrations

2020-11-23 → 2021-07-21

Waddell & Reed

Spokane, WA

Seattle, WA
2013-11-13 → 2020-11-23

Cuso Financial Services, L.P.

San Diego, CA

Spokane, WA

Spokane Valley, WA
2008-09-04 → 2013-11-14

Cuna Brokerage Services, Inc.

Coeur D'ALene, ID

Spokane Valley, WA

Spokane, WA
2008-04-30 → 2008-08-22

Wamu Investments, Inc.

Seal Beach, CA

Garden Grove, CA

Garden Grove, CA

Other Businesses

1)07/2021 - DBA for LPL Business (entity for LPL business) - WE Financial Partners - Investment Related - Spokane, WA 2)07/2021 - Business Entity For Tax/Investment Purposes Only - WE Financial Partners, PLLC - Not Investment Related - Spokane, WA 99201

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-04-29
S63	Uniform Securities Agent State Law Examination	2005-02-25

S65 Uniform Investment Adviser Law Examination

2008-04-29
S63 Uniform Securities Agent State Law Examination

2005-02-25

View on SEC IAPD