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125 Chenoweth Lane Suite 207, Louisville, KY 40207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-07-21 |
Branch Locations
125 Chenoweth Lane Suite 207, Louisville, KY 40207 • United States
139 S. English Station Road Suite 230, Louisville, KY 40245-3997 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2022-08-19 |
Branch Locations
139 S. English Station Road Suite 230, Louisville, KY 40245-3997 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coats Financial Planning, Inc. | Louisville | KY | 07/2024 | Present |
| Western Kentucky University | Bowling Green | KY | 08/2017 | 12/2021 |
| E/Financial Alliance | Franklin | TN | 05/2021 | 08/2021 |
| Western Kentucky University Center For Financial Success | Bowling Green | KY | 01/2020 | 12/2021 |
| Movie Tavern | Nicholasville | KY | 05/2019 | 01/2020 |
| Western Kentucky University Housing And Residence Life | Bowling Green | KY | 08/2018 | 05/2019 |
| Kohl's | Bowling Green | KY | 09/2017 | 12/2017 |
| Firehouse Subs | Nicholasville | KY | 04/2017 | 08/2017 |
| Yogli Mogli | Nicholasville | KY | 12/2015 | 12/2016 |
| East Jessamine High School | Nicholasville | KY | 08/2013 | 07/2017 |
| Coats Financial Planning, Inc. | Louisville | KY | 01/2022 | 06/2024 |
| Belle Trace Llc Dba Belle Trace Financial Planning | Louisville | KY | 01/2026 | Present |
Member and Firm Principal of Belle Trace LLC. Will transition fully from Coats Financial Planning, Inc. in 3Q2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-19 |
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