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Cognitiant Registered Investment Advisors CRD 152295
$40.0M regulatory AUM 45 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9233 Nw Harvest Hill Dr, Portland, OR 97229 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cognitiant | Portland | OR | 04/1999 | Present |
ALL BUSINESS IS WITHIN THE RIA COGNITIANT - LIFE INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-17 |
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