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319 Cedar St. Suite 201, Lexington, KY 40508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-01 |
Branch Locations
319 Cedar St. Suite 201, Lexington, KY 40508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Lexington | KY | 07/2013 | 01/2020 |
| Alpha Financial Partners Llc | Lexington | KY | 01/2020 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Lexington | KY | 01/2020 | Present |
Marc Cobane is dually-registered with Alpha Financial Partners LLC and Purshe Kaplan Sterling Investments, Inc. ("PKS"). Mr. Cobane has served as an investment advisor representative for Alpha Financial Partners LLC and an registered representative with PKS since 01/2020. Business is conducted from 710 E. Main Street, Suite 110 Lexington, KY 40502. Approximately 90% of Mr. Cobane's time is for services as an investment advisor representative and the balance as a registered representative. Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-14 |
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