Kathleen Colburn Cote

Salem, MA • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-10-02
VA	RA	APPROVED	2025-07-07

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Cote Financial Planning	Pinehurst	NC	02/2012	09/2016
Cote Financial Planning, Llc	Oakton	VA	09/2016	12/2017
Red Clover Financial Planning (Sole Proprietorship)	Oakton	VA	01/2012	06/2019
Red Clover Financial Planning, Llc	Fairfax	VA	07/2019	03/2024
Apforia/Clear Insight Wealth Management, Llc (Dba)	Virginia Beach	VA	01/2024	04/2025
Red Clover Wealth Management, Llc	Tyson's Corner	VA	07/2025	Present
Apforia/Clear Insight Wealth Management, Llc (Dba)	Virginia Beach	VA	03/2024	07/2025

02/2012 → 09/2016

Cote Financial Planning

Pinehurst, NC
09/2016 → 12/2017

Cote Financial Planning, Llc

Oakton, VA
01/2012 → 06/2019

Red Clover Financial Planning (Sole Proprietorship)

Oakton, VA
07/2019 → 03/2024

Red Clover Financial Planning, Llc

Fairfax, VA
01/2024 → 04/2025

Apforia/Clear Insight Wealth Management, Llc (Dba)

Virginia Beach, VA
07/2025 → Present

Red Clover Wealth Management, Llc

Tyson's Corner, VA
03/2024 → 07/2025

Apforia/Clear Insight Wealth Management, Llc (Dba)

Virginia Beach, VA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-02-29
S63	Uniform Securities Agent State Law Examination	2000-08-14