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

Tiffany Elise Cote

B3 Wealth Strategiesindependent RIABellevue, Wadual registrantIAPD 4385145

Feed of 09/14/2026

Also filed as Tiffany Elise Hay

At current firm

7 y

since Jul 2, 2019

In the industry

25 y

since Aug 3, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Operations Managerreportedb3wealthstrategies.comfirm site, Sep 16, 2026
Business email: tiffany@b3wealthstrategies.comreportedb3wealthstrategies.comfirm site, Sep 16, 2026
Professional profile: b3wealthstrategies.com/team/tiffany-cotereportedb3wealthstrategies.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Dec 5, 2025 · Bellevue, Wa
B3 Wealth Strategies independent RIA current
since Jul 2, 2019 · Bellevue, Wa
Financial Advocates Advisory Services former
Mar 5, 2012 to Dec 23, 2013 · Olympia, Wa
Financial Advocates Investment Management former
Jan 5, 2012 to Oct 17, 2019 · Olympia, Wa
LPL Financial LLC BD affiliated
Jun 11, 2010 to Aug 30, 2018 · Olympia, Wa
Signator Financial Services, Inc. former
Sep 3, 2009 to May 12, 2010 · Bellevue, Wa
Russell Investments asset manager
Dec 17, 2007 to Apr 20, 2009 · Seattle, Wa

Moves

a registration end followed by a registration begin elsewhere

Financial Advocates Investment Management to Financial Advocates Advisory Services
left Oct 17, 2019, registered Mar 5, 2012 (-2782 days) · Other
LPL Financial LLC to Financial Advocates Investment Management
left Aug 30, 2018, registered Jan 5, 2012 (-2429 days) · Other
Financial Advocates Advisory Services to B3 Wealth Strategies
left Dec 23, 2013, registered Jul 2, 2019 (2017 days) · Other
Signator Financial Services, Inc. to LPL Financial LLC
left May 12, 2010, registered Jun 11, 2010 (30 days) · Other
Russell Investments to Signator Financial Services, Inc.
left Apr 20, 2009, registered Sep 3, 2009 (136 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: Independent wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address