Joshua Timothy Cochran

Employer firm

Cochran Wealth LLC CRD 271034

$14.0M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Cochran Wealth Llc

Atlanta, GA • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2023-03-21

GA RA
APPROVED

Since 2023-03-21

Branch Locations

Atlanta, GA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cochran Wealth Llc	Atlanta	GA	06/2015	Present

06/2015 → Present

Cochran Wealth Llc

Atlanta, GA

Previous Registrations

2015-07-27 → 2022-12-31

Cochran Wealth Llc

Atlanta, GA
2014-04-17 → 2015-06-05

Fifth Third Securities, Inc.

Atlanta, GA
2009-04-09 → 2013-08-13

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Atlanta, GA

Greensboro, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-04-06

S66 Uniform Combined State Law Examination

2009-04-06

Designations

Chartered Financial Analyst

Other Names

Joshua T Cochran

View on SEC IAPD