Robert Bruce Cohen

Current Employers

Employment History

• 09/1987 → Present
  Canisius College
  Buffalo, NY
• 06/1996 → Present
  W.J. Cox Associates, Inc.
  Williamsville, NY
• 05/2006 → 10/2024
  American Portfolios
  Clarence, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2019-05-08 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1.CFP; INSURANCE; PART-TIME TEACHER; FINANCIAL DESIGN GROUP - LIFE INSURANCE, FIXED ANNUITY, MORTGAGE BROKER; FOREST FINANCIAL INC. - INSURANCE PREMIUM FINANCING 2.W. J. COX ASSOCIATES/FOREST FINANCIAL (P/C INSURANCE) POSITION: COO NATURE: C corp INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 01/01/1996 ADDRESS: 9600 MAIN ST., CLARENCE NY 14031, United States DESCRIPTION: COO 3. FINANCIAL DESIGN POSITION: COMMISSION BASED NATURE: LIFE, HEALTH, LTC INSURANCE INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1996 ADDRESS: 9600 MAIN ST., CLARENCE NY 14031, United States DESCRIPTION: Life insurance and fixed annuities 4. MILLER TENNIS, POSITION: CO-OWNER NATURE: TENNIS CLUB INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2006 ADDRESS: 5959 Sheridan Drive, WILLIAMSVILLE NY 14221, United States DESCRIPTION: Co Owner, Investor 5. MAIN FIVE CORPORATION POSITION: VP NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/01/1999 ADDRESS: 9600 MAIN ST, Clarence NY 14031, United States DESCRIPTION: Manage property - maintenance (hiring, typically

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-03-04

Designations