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Lawrence, KS • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED | 2026-06-01 |
Branch Locations
Tempe, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harper Financial Strategies Llc | Lawrence | KS | 06/2026 | Present |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2015 | 09/2016 |
| T&T Capital Management | Scottsdale | AZ | 09/2016 | 10/2016 |
| Voya Investment Management | Scottsdale | AZ | 12/2016 | 05/2019 |
| Voya Investments Distributor, Llc | Windsor | CT | 12/2016 | 05/2019 |
| Voya Investment Management Co., Llc | New York | NY | 01/2017 | 05/2019 |
| Ameriprise Financial Services, Inc | Scottsdale | AZ | 06/2019 | 11/2019 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 01/2020 | 03/2025 |
| Wt Wealth Management, Llc | Scottsdale | AZ | 04/2025 | 08/2025 |
| R.W. Baird | Scottsdale | AZ | 09/2025 | 12/2025 |
| Atlas Wealth Management | Cave Creek | AZ | 12/2025 | 05/2026 |
Alex Coats is also an insurance agent licensed to sell insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-25 |
| S65 | Uniform Investment Adviser Law Examination | 2017-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-25 |
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