DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey Lynn Coleman
Cambridge Investment Research Advisors, Inc.BD affiliatedGrain Valley, Modual registrantIAPD 2516592
Feed of 09/14/2026
Also filed as Jeff Coleman
At current firm
14 y
since Jul 18, 2012
In the industry
30 y
since May 31, 1996 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cambridge Investment Research Advisors, Inc. BD affiliated currentsince Jul 18, 2012 · Grain Valley, Mo
- Financial Telesis, Inc. formerFeb 24, 2012 to Jul 18, 2012 · Grain Valley, Mo
- Waddell & Reed formerAug 21, 2009 to Mar 8, 2012 · Independence, Mo
- U.S. Bancorp Investments, Inc. formerOct 14, 2005 to Aug 24, 2009 · Warrensburg, Mo
- Citicorp Investment Services unclassifiedMay 16, 2003 to Oct 27, 2005 · Sacramento, Ca
Moves
a registration end followed by a registration begin elsewhere
- Financial Telesis, Inc. to Cambridge Investment Research Advisors, Inc.left Jul 18, 2012, registered Jul 18, 2012 (0 days) · Other
- Waddell & Reed to Financial Telesis, Inc.left Mar 8, 2012, registered Feb 24, 2012 (-13 days) · Other
- U.S. Bancorp Investments, Inc. to Waddell & Reedleft Aug 24, 2009, registered Aug 21, 2009 (-3 days) · Other
- Citicorp Investment Services to U.S. Bancorp Investments, Inc.left Oct 27, 2005, registered Oct 14, 2005 (-13 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address