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Benjamin Coats

Coats Wealth Management

Gilbert, AZ

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Current Employers
Coats Wealth Management

65 S Presidio Dr, Gilbert, AZ 85233 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-06-05
  • AZ RA
    APPROVED
    Since 2025-06-05

Branch Locations

65 S Presidio Dr, Gilbert, AZ 85233 • 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
Happy Paws Veterinary Partners Gilbert AZ 05/2022 Present
Ascend Software Portland OR 05/2020 04/2022
Granite Lake Partners New York City NY 05/2015 05/2020
  • 05/2022 → Present
    Happy Paws Veterinary Partners
    Gilbert, AZ
  • 05/2020 → 04/2022
    Ascend Software
    Portland, OR
  • 05/2015 → 05/2020
    Granite Lake Partners
    New York City, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-31
  • S65 Uniform Investment Adviser Law Examination
    2025-03-31

View on SEC IAPD

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Other Investors

DAVID BRUCE WATTS
MATTHEW CHAD WILLETT
Kimball E Gwilliam
Benjamin Cooper
DANIEL BRADFORD GWILLIAM
JEFFREY STEPHEN WATTS
JONATHAN MARK VEST
JEFFREY ALLEN FRYER

Other Offices

WATTS GWILLIAM & COMPANY, LLC · GILBERT, AZ
WATTS GWILLIAM & COMPANY, LLC · GILBERT, AZ
CETERA INVESTMENT ADVISERS LLC · GILBERT, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Gilbert, AZ
EDWARD JONES · GILBERT, AZ
MONEY CONCEPTS CAPITAL CORP · GILBERT, AZ
BRIGHTGUIDE FINANCIAL · GILBERT, AZ
KINGSLEY WEALTH PARTNERS, INC. · GILBERT, AZ

More in Gilbert, AZ

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