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Victoria Coleman

Investment adviser representative at Your Ia in Clearwater, FL

Investment adviser registrationUpdated

Victoria Coleman is an investment adviser representative at Your Ia, LLC, an investment adviser managing $107M, and works from its Clearwater, FL office. Victoria Coleman has been registered through Your Ia since 12 January 2026, has 21 years in the industry across 3 firms and has passed the Series 6, Series 63, Series 26 and Series 65.

21
Years in industry
0
Years at firm
3
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Victoria Coleman has been an investment adviser representative at Your Ia since January 2026, and is not listed among the firm’s executive officers or direct owners.

Your Ia, LLC is a St. George, UT firm with $107M under management, 190 clients and 15 advisers across 20 offices, as of its August 2026 filing.

Victoria Coleman’s longest registration was 13 years at Transamerica Financial Advisors, LLC (2012–2025). Before joining Your Ia in 2026, Victoria Coleman was registered through Transamerica Financial Advisors, LLC and Investment Advisors International, Inc.

  1. – present · under a year
    Clearwater, FL · Adviser representative · Firm CRD 338535
  2. Transamerica Financial Advisors, LLC
    – · 13 years
    Clearwater, FL · Adviser representative · Firm CRD 16164
  3. Investment Advisors International, Inc.
    – · 4 years
    Burbank, CA · Adviser representative · Firm CRD 139233

Credentials and registrations

Investment adviser representative registrations

Victoria Coleman is registered as an investment adviser representative in 2 states. The first approvals date from January 2026; the most recent is Florida, in February 2026.

  • CaliforniaSince 12 January 2026
  • FloridaSince 3 February 2026

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6514 November 2007
Name
Uniform Investment Adviser Law Examination
Series 2616 November 2004
Name
Investment Company Products/Variable Contracts Principal Examination
Series 6320 October 2004
Name
Uniform Securities Agent State Law Examination
Series 611 October 2004
Name
Investment Company Products/Variable Contracts Representative Examination

Key facts

Full name
Victoria Sablan Coleman
CRD
4820316
Firm
Your Ia · CRD 338535
Office
601 Cleveland St, Suite 501-18, Clearwater, FL 33755
Registration
Investment adviser registration
In the industry since
February 2005
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Victoria Coleman work?

Victoria Coleman is an investment adviser representative registered through Your Ia, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Victoria Coleman a financial advisor?

Yes. Victoria Coleman has a current investment-adviser registration in California and Florida, through Your Ia since January 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Victoria Coleman have?

Victoria Coleman has 21 years in the financial industry, since February 2005, across 3 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Victoria Coleman passed?

Victoria Coleman has passed 4 licensing exams: the Series 6, Series 63, Series 26 and Series 65. The earliest, the Series 6, was passed in October 2004. FINRA credited Victoria Coleman with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where did Victoria Coleman work before Your Ia?

Before Your Ia, Victoria Coleman was registered through Transamerica Financial Advisors, LLC, January 2012 to August 2025; Investment Advisors International, Inc., December 2007 to January 2012.

Source: IAPD individual record, checked 22 October 2026

Where is Victoria Coleman based?

Victoria Coleman’s registered office is in Clearwater, FL.

Source: IAPD individual record, checked 22 October 2026

Is Victoria Coleman registered with FINRA?

No. Victoria Coleman has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Victoria Coleman’s record?

Search CRD 4820316 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Victoria Coleman’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Your Ia

Sources

  1. IAPD individual record, CRD 4820316, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Your Ia, LLC, filed 11 August 2026. Executive officers and direct owners; this person is not among them.