Glenn Brian Cohen

Current Employers

Employment History

• 11/1999 → 11/2019
  H.D. Vest Investment Services
  Irving, TX
• 06/2000 → 11/2019
  H.D. Vest Advisory Services
  Irving, TX
• 12/2017 → 11/2019
  Hd Vest Insurance Agency, Llc
  Irving, TX
• 01/2019 → 01/2026
  Glennco Llc
  Newtown, PA
• 12/2017 → 11/2019
  Hd Vest Insurance Agency, Llc
  Irving, TX
• 12/1989 → 02/2026
  Glenn B Cohen Cpa
  Newtown, PA
• 11/2019 → 01/2026
  Commonwealth Financial Network
  Waltham, MA
• 01/2026 → Present
  Merit Financial Advisors
  Newtown, PA
• 02/2026 → Present
  Pks Investments
  Albany, NY

Previous Registrations

• 2019-11-01 → 2026-02-09
  Commonwealth Financial Network
  Ivyland, PA
  Newtown, PA
  Waltham, MA
• 2000-06-14 → 2019-11-08
  Avantax Advisory Services
  Ivyland, PA

Other Businesses

1. Merit Financial Advisors. Investment related. At registered location. RIA. Financial advisor. Start date: 02/2026. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Fixed Insurance. Investment related. At registered location. Fixed/Traditional insurance. Agent. Start date: 02/2026. 1 hr/month; during trading hours. Provide insurance advice based on the needs of client(s). 3. Glenn Cohen CPA. Not investment related. At registered location. CPA/Accounting. Owner. Start date: 01/1988. 18 hrs/month; 9 during trading hours. Owner of CPA firm doing accounting and taxes for businesses and individuals. Bring in new clients, review all tax returns and sit in on high level accounting and tax meetings.

Exams

• S66 Uniform Combined State Law Examination
  1999-12-02