Valerie Rachelle Coffey

Current Employers

Desert Rose Capital Management, Inc.

2929 W. Navigator Drive Ste. 320, Meridian, ID 83642 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2024-01-02

WA RA
APPROVED

Since 2024-01-02

Branch Locations

2929 W. Navigator Drive Ste. 320, Meridian, ID 83642 • United States

Spokane, WA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Spokane	WA	12/2016	11/2018
Charles Schwab Bank	Spokane	WA	12/2016	11/2018
Unemployed	Spokane	WA	09/2016	12/2016
Charles Schwab& Co., Inc.	Spokane	WA	01/2019	09/2023
Charles Schwab Bank	Spokane	WA	01/2019	09/2023
Homestreet Bank	Spokane	WA	01/2018	01/2019
Self-Employed	Spokane	WA	09/2023	11/2023
Desert Rose Capital Management	Spokane	WA	11/2023	Present

12/2016 → 11/2018

Charles Schwab & Co., Inc.

Spokane, WA
12/2016 → 11/2018

Charles Schwab Bank

Spokane, WA
09/2016 → 12/2016

Unemployed

Spokane, WA
01/2019 → 09/2023

Charles Schwab& Co., Inc.

Spokane, WA
01/2019 → 09/2023

Charles Schwab Bank

Spokane, WA
01/2018 → 01/2019

Homestreet Bank

Spokane, WA
09/2023 → 11/2023

Self-Employed

Spokane, WA
11/2023 → Present

Desert Rose Capital Management

Spokane, WA

Previous Registrations

2020-07-01 → 2023-09-22

Charles Schwab & Co., Inc.

Spokane, WA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-06-30
S63	Uniform Securities Agent State Law Examination	2017-06-19

S66 Uniform Combined State Law Examination

2020-06-30
S63 Uniform Securities Agent State Law Examination

2017-06-19