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Mickleton, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-20 |
| NJ | RA | APPROVED | 2010-07-27 |
| PA | RA | APPROVED | 2010-07-20 |
Branch Locations
200 Barr Harbor Drive Suite 400, West Conshohocken, PA 19428 • United States
Mickleton, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling | Albany | NY | 07/2010 | Present |
| Kagan Cocozza Asset Management | West Conshohocken | PA | 07/2010 | 12/2024 |
| Kagan Cocozza Asset Management | West Conshohocken | NJ | 12/2024 | Present |
1) KAGAN COCOZZA ASSET MANAGEMENT. Investment Related. RIA. Co-President. 49 Curtmantle Road, Mickleton NJ AND 200 Barr Harbor Drive, West Conshohucken PA. Start 7/23/2010. 30 hours per week, 25 during trading. Responsible for client investment and planning. 2) PKS FINANCIAL SERVICES. Not Investment Related. 80 State Street, Albany NY 12207. Insurance. Agent. Start 7/20/2010. 3 hours per month during trading. 3) FIXED INSURANCE SALES. Not Investment Related. 49 Curtmantle Road, Mickleton NJ 08056. Start 11/2015. 3 hours per month during trading. 4) PERSONAL REAL ESTATE INVESTMENTS. Not Investment Related. Multiple investment properties owned and managed solely by Michael Cocozza. Start 4/2015. 20 hours per month, 4 hours during trading. 5) COCO & SKIN REAL ESTATE, LLC. Not Investment Related. 49 Curtmantle Road, Mickleton, NJ 08056. Real Estate Rentals. Owner. 02/2017. 2 Hrs/Mo; 0 During Trading Hours. Own and Manage Rental Properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-10 |
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