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STEPHEN LESLIE COFFMAN
CRD#: 2529068
IA
Investment Adviser
B
Broker
WEALTHCARE ADVISORY PARTNERS LLCCRD#: 171976 CROZET, VA
LPL FINANCIAL LLCCRD#: 6413 CROZET, VA
Registration History
19952000200520102015202020252 FIRMS2005 - 2006 (1 year)2 FIRMS2011 - 2013 (2 years)2 FIRMS2013 - 2020 (7 years)2 FIRMS2020 - Present (4 years)BRAYMOND JAMES FINANCIAL SERVIC... (CRD# 6694)2006 - 2011 (4 years)BUNITED BROKERAGE SERVICES, INC (CRD# 39062)1998 - 2005 (6 years)BUVEST INVESTMENT SERVICES (CRD# 13787)1998 - 1998 (<1 year)BLEGG MASON WOOD WALKER, INCORP... (CRD# 6555)1994 - 1998 (3 years)IARAYMOND JAMES FINANCIAL SERVIC... (CRD# 149018)2009 - 2011 (2 years)IARAYMOND JAMES FINANCIAL SERVICES (CRD# 6694)2006 - 2009 (2 years)IAUNITED BROKERAGE SERVICES INC (CRD# 39062)1999 - 2005 (6 years)
License(s)

State Registrations

B
Arizona 10/7/2020

B
Missouri 11/15/2022

B
California 10/7/2020

B
North Carolina 10/7/2020

B
Colorado 10/7/2020

B
Pennsylvania 10/27/2022

B
Delaware 1/20/2021

B
South Carolina 10/7/2020

B
District of Columbia 10/7/2020

B
Texas 7/21/2023

B
Florida 10/7/2020

B
Virginia 10/7/2020

B
Kansas 6/11/2022

IA
Virginia 10/28/2020

B
Maryland 11/16/2020

B
West Virginia 3/26/2021

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WEALTHCARE ADVISORY PARTNERS LLC (CRD#:171976)
CROZET, VA
Registered with this firm since 10/28/2020

B
LPL FINANCIAL LLC (CRD#:6413)
CROZET, VA
Registered with this firm since 10/7/2020

Previous Registration(s)
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IA
02/25/2013 - 10/28/2020 UNITED BROKERAGE SERVICES INC (CRD#:39062) FAIRFAX, VA
B
02/25/2013 - 10/28/2020 UNITED BROKERAGE SERVICES, INC (CRD#:39062) FAIRFAX, VA
IA
02/07/2011 - 02/27/2013 CANTELLA & CO., INC. (CRD#:13905) GAITHERSBURG, MD
B
02/07/2011 - 02/27/2013 CANTELLA & CO., INC. (CRD#:13905) GAITHERSBURG, MD
IA
01/02/2009 - 02/08/2011 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018) GAITHERSBURG, MD
B
09/12/2006 - 02/08/2011 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) GAITHERSBURG, MD
IA
11/14/2006 - 01/02/2009 RAYMOND JAMES FINANCIAL SERVICES (CRD#:6694) GAITHERSBURG, MD
IA
06/15/2005 - 09/07/2006 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) STERLING, VA
B
06/15/2005 - 09/07/2006 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) STERLING, VA
IA
01/01/1999 - 06/03/2005 UNITED BROKERAGE SERVICES INC (CRD#:39062) FAIRFAX, VA
B
10/01/1998 - 06/03/2005 UNITED BROKERAGE SERVICES, INC (CRD#:39062) PARKERSBURG, WV
B
07/02/1998 - 10/01/1998 UVEST INVESTMENT SERVICES (CRD#:13787) CHARLOTTE, NC
B
11/16/1994 - 06/29/1998 LEGG MASON WOOD WALKER, INCORPORATED (CRD#:6555) BALTIMORE, MD
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.