David Kenneth Cohn

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  San Antonio, TX
• 11/2016 → 07/2018
  Wells Fargo Clearing Services, Llc
  San Antonio, TX
• 07/2018 → 06/2022
  Raymond James & Associates, Inc.
  San Antonio, TX
• 07/2022 → Present
  Steward Partners Investment Solutions, Llc
  San Antonio, TX
• 07/2022 → Present
  Steward Partners Global Advisory, Llc
  San Antonio, TX
• 07/2022 → Present
  Steward Partners Investment Advisory, Llc
  San Antonio, TX

Previous Registrations

• 2018-07-09 → 2022-07-21
  Raymond James & Associates, Inc.
  San Antonio, TX
  San Antonio, TX
  Boerne, TX
• 2003-07-01 → 2018-07-12
  Wells Fargo Clearing Services, Llc
  San Antonio, TX
  San Antonio, TX
• 2002-10-10 → 2003-07-01
  Prudential Equity Group, Llc
  San Antonio, TX

Other Businesses

(1)Name of Business: Cabo Luxury Rentals Address: 610 Wishing Star, San Antonio, TX, 78258, United States Activity Type: Rental Real Estate Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 05/04/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Making Business Decisions on rental of fractional real estate ownership in Cabo San Lucas.\n\nCabo Luxury Rentals is a registered DBA in Bexar County Texas and is a partnership between David and Lisa Cohn.\n\nLegally a proprietorship partnership, not an LLP, LLC, etc. (2)Name of Business: Lorenzo Einstein LLC Address: 610 Wishing Star, San Antonio, TX, 78258, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 04/24/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Jointly make investment decisions with my partner Lisa Garcia Cohn

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-24
• S63 Uniform Securities Agent State Law Examination
  2002-05-17

Designations