Stephen Leslie Coffman

Current Employers

Employment History

• 02/2013 → 10/2020
  United Brokerage Services, Inc.
  Parkersburg, WV
• 10/2020 → Present
  Lpl Financial Llc
  Crozet, VA
• 10/2020 → Present
  Wealthcare Advisory Partners Llc
  Crozet, VA

Previous Registrations

• 2013-02-25 → 2020-10-28
  United Brokerage Services, Inc
  Falls Church, VA
  Arlington, VA
  Ashburn, VA
  Centreville, VA
  Leesburg, VA
  Sterling, VA
  Vienna, VA
  Fairfax, VA
  Chantilly, VA
  Dunbar, WV
  Rockville, MD
  Front Royal, VA
  Waynesboro, VA
  Woodstock, VA
  Harrisonburg, VA
  Winchester, VA
  Annandale, VA
  Rockville, MD
  Gaithersburg, MD
  Alexandria, VA
  Winchester, VA
  Charlottesville, VA
  Silver Spring, MD
  Washington, DC
  Arlington, VA
  Bethesda, MD
  Winchester, VA
  Arlington, VA
  Hagerstown, MD
  Front Royal, VA
  Winchester, VA
  Strasburg, VA
  Bethesda, MD
  Staunton, VA
  Winchester, VA
  Arlinton, VA
  Bridgewater, VA
  Weyers Cave, VA
  Winchester, VA
  Washington, DC
  Harrisonburg, VA
  Falls Church, VA
  Winchester, VA
  Mclean, VA
  Reston, VA
  Reston, VA
  Manassas, VA
  Fredericksburg, VA
  Mclean, VA
  Standarsville, VA
  Waynesboro, VA
  Fredericksburg, VA
• 2011-02-07 → 2013-02-27
  Cantella & Co., Inc.
  Gaithersburg, MD
  Gaithersburg, MD
  Malden, MA
• 2009-01-02 → 2011-02-08
  Raymond James Financial Services Advisors, Inc
  Gaithersburg, MD
• 2006-11-14 → 2009-01-02
  Raymond James Financial Services, Inc.
  Gaithersburg, MD
• 2005-06-15 → 2006-09-07
  Truist Investment Services, Inc.
  Herndon, VA
  Sterling, VA
  Vienna, VA
  Laurel, MD
  Sterling, VA
  Herndon, VA
  Ashburn, VA
  Leesburg, VA
  Ashburn, VA
• 1999-01-01 → 2005-06-03
  United Brokerage Services, Inc
  Fairfax, VA

Other Businesses

1. 10/7/2020 - PIEDMONT BASKETBALL OFFICIALS ASSOCIATION - Not Investment Related - 5680 Longmont Dr, Crozet, VA 22932 - Outside/W-2 Employment - Start Date: 12/21/2020 - 24 Hours Per Month/0 Hours During Securities Trading - Time Spent 5% - Part time employee. 2. 10/16/2020 - Wealthcare Advisory Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 10/05/2020 - 160 Hours Per Month/6 Hours During Securities Trading - Time Spent 40% - I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 10/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 10/27/2020 - Wealthcare Advisory Partners LLC - DBA: (Hybrid) Covenant Investments - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 10/23/2020 - 80 Hours Per Month/4 Hours During Securities Trading. 4. 11/6/2020 - Covenant Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/22/2020 - 80 Hours Per Month/4 Hours During Securities Trading 5. 07/12/2023 - Covenant Investments - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Star Date 06/01/2023 - 2 Hours Per Month/ 1 Hour During Trading 6. 05/06/2024 - Phoenix TS - Outside/W-2 Employment - Instructor - Not Investment Related - Home Based/ Zoom/etc - Start Date 04/08/2024 - 25 Hours per Month/ 20 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-05-01
• S63 Uniform Securities Agent State Law Examination
  1995-01-09