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St. Augustine, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-27 |
| CO | RA | APPROVED | 2026-07-27 |
| FL | RA | APPROVED | 2026-07-27 |
Branch Locations
19501 East Mainstreet Ave. Suite 200, Parker, CO 80138 • United States
St. Augustine, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cogent Independent Advisors, Inc. | Parker | CO | 05/2012 | Present |
Cogent Tax Strategies LLC. Not-investment related. Duties: facilitation of tax return preparation. Start date: 01/2023. 4 Hours per month; 0 Hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-29 |
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