John Stephen Coffman

Current Employers

Employment History

• 10/2002 → Present
  Aig-American General Life Insurance Company
  Greenwood, IN
• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  Greenwood, IN
• 09/2023 → Present
  Osaic Wealth, Inc.
  Greenwood, IN

Previous Registrations

• 2008-10-31 → 2023-09-01
  Osaic Services, Inc.
  Greenwood, IN
• 2002-10-30 → 2008-10-31
  American General Securities Incorporated
  Greenwood, IN
  Houston, TX
  Greenwood, IN

Other Businesses

1) SMJ REALTY LLC POSITION: Owner NATURE: Land and office building INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/23/2019 ADDRESS: 1266 Lincoln Park Blvd, Greenwood IN 46142, United States DESCRIPTION: manage building 2) SCOFF,INC 1926 ANGEL VIEW DRIVEGREENWOOD IN 46143 POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 12/06/2002 ADDRESS: 1926 Angel View Drive Greenwood, In 46143 United States DESCRIPTION: Pay bills, staff. myself ,etc. 3) LINKS ENG LLC POSITION: small ownership NATURE: dba Bluff Creek Golf Course INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/26/2016 ADDRESS: 2710 Old State Road37, Greenwood IN 46143, United States DESCRIPTION: no duties 4) COFFMAN WEALTH MANAGEMENT POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2017 ADDRESS: 313 Western Blvd, Suite A, Greenwood IN 46142, United States DESCRIPTION: Meet with clients about their accounts

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-07
• S63 Uniform Securities Agent State Law Examination
  1995-04-21