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Inactive

Matt Cohen

West Financial Services, Inc.

Rockville, MD

Mclean, VA

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Current Employers
West Financial Services, Inc.

2010 Corporate Ridge Road Ste 530, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-02-21
VA RA APPROVED 2015-10-22
  • MD RA
    APPROVED
    Since 2025-02-21
  • VA RA
    APPROVED
    Since 2015-10-22

Branch Locations

14941 Shady Grove Road, Rockville, MD 20850 • United States

2010 Corporate Ridge Road Ste 530, Mclean, VA 22102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
West Financial Services Inc. Mclean VA 10/2015 04/2021
West Financial Services Inc. Mclean VA 04/2021 03/2022
West Financial Services Inc. Mclean VA 03/2022 01/2024
West Financial Services, Inc. Mclean VA 01/2024 Present
Previous Registrations
  • 2006-06-12 → 2015-10-21
    Fortigent, Llc
    Rockville, MD
  • 2005-12-15 → 2006-06-12
    Lydian Wealth Management Company, Llc
    Rockville, MD
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-07-09
S65 Uniform Investment Adviser Law Examination 2005-12-13
  • S63 Uniform Securities Agent State Law Examination
    2009-07-09
  • S65 Uniform Investment Adviser Law Examination
    2005-12-13
Designations

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NAVY FEDERAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
UNITED BROKERAGE SERVICES, INC
PROFIT INVESTMENTS
ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER
JORDAN SCOTT KRAUS
Anna Laureys Squier
JASON SCOTT COHEN
JENNIFER CHRISTINE PASCAL
DANIEL RONIS
Annalise Taylor Haywood
Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD
J.P. MORGAN SECURITIES LLC · Rockville, MD
UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

More in Rockville, MD

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