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Detailed Report
Crosby Coats
CROSBY C COATS, Crosby Clifford Benner Coats
CRD#: 5101439
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 1170 W KANSAS ST STE G
LIBERTY, MO 64068
Registration History
201320142015201620172018201920202021202220232024202520262 FIRMS2022 - Present (3 years)BAMERICAN CENTURY INVESTMENT SE... (CRD# 17437)2014 - 2022 (7 years)BPACIFIC SELECT DISTRIBUTORS, INC. (CRD# 4452)2013 - 2014 (1 year)IAAMERICAN CENTURY INVESTMENTS P... (CRD# 290043)2020 - 2022 (1 year)
License(s)

State Registrations

B
Arizona 7/14/2022
IA
Missouri 3/11/2022
B
California 3/11/2022
B
New Mexico 10/10/2022
B
Colorado 3/30/2022
B
New York 3/30/2022
B
Florida 5/27/2024
B
Ohio 3/30/2022
B
Georgia 3/30/2022
B
Texas 3/30/2022
B
Illinois 3/11/2022
IA
Texas 3/31/2022
B
Iowa 7/14/2022
B
Washington 5/27/2024
B
Kansas 3/11/2022
B
West Virginia 11/18/2024
B
Michigan 2/27/2023
B
Wyoming 8/11/2022
B
Missouri 3/11/2022

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EDWARD JONES (CRD#:250)
1170 W KANSAS ST STE G, LIBERTY, MO 64068
Registered with this firm since 3/11/2022
B
EDWARD JONES (CRD#:250)
1170 W KANSAS ST STE G, LIBERTY, MO 64068
Registered with this firm since 3/11/2022
Previous Registration(s)
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IA
 06/08/2020 - 03/16/2022 AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. (CRD#:290043) KANSAS CITY, MO
B
 09/19/2014 - 03/16/2022 AMERICAN CENTURY INVESTMENT SERVICES INC. (CRD#:17437) KANSAS CITY, MO
B
 06/18/2013 - 09/15/2014 PACIFIC SELECT DISTRIBUTORS, INC. (CRD#:4452) OMAHA, NE
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.