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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-11-30
  • AZ RA
    APPROVED
    Since 2023-11-30

Branch Locations

1945 E. Camelback Road, Phoenix, AZ 85016 • United States

15460 N Reems Road, Surprise, AZ 85374 • United States

2650 W Ross Drive, Phoenix, AZ 85027 • United States

1505 E Southern Avenue, Phoenix, AZ 85040 • United States

13085 W Mcdowell Road, Avondale, AZ 85392 • United States

5485 W. Northern Avenue, Glendale, AZ 85301 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 09/2012 10/2017
Bank Of America, N.A. Chandler AZ 03/2013 10/2017
Estate Plus Tempe AZ 10/2017 03/2018
Next Financial Group, Inc. Houston TX 04/2018 08/2018
Cuso Financial Services, Lp San Diego CA 08/2018 11/2023
Arizona Federal Credit Union Mesa AZ 08/2018 Present
Osaic Institutions, Inc Meriden CT 11/2023 Present
  • 09/2012 → 10/2017
    Chandler, AZ
  • 03/2013 → 10/2017
    Bank Of America, N.A.
    Chandler, AZ
  • 10/2017 → 03/2018
    Estate Plus
    Tempe, AZ
  • 04/2018 → 08/2018
    Next Financial Group, Inc.
    Houston, TX
  • 08/2018 → 11/2023
    Cuso Financial Services, Lp
    San Diego, CA
  • 08/2018 → Present
    Arizona Federal Credit Union
    Mesa, AZ
  • 11/2023 → Present
    Meriden, CT
Previous Registrations
  • 2018-08-10 → 2023-11-29
    Cuso Financial Services, L.P.
    Mesa, AZ
    San Diego, CA
    Mesa, AZ
    Glendale, AZ
    Phoenix, AZ
    Phoenix, AZ
    Phoenix, AZ
    Surprise, AZ
    Avondale, AZ
  • 2018-04-19 → 2018-08-03
    Next Financial Group, Inc.
    Scottsdale, AZ
  • 2012-10-23 → 2017-10-27
    Gilbert, AZ
    Chandler, AZ
    Chandler, AZ
    Chandler, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-22
  • S66 Uniform Combined State Law Examination
    2012-10-22
Other Names
  • Devin Coger
  • Jon Devin Coger
  • Jon D Coger
  • Jon Coger

View on SEC IAPD

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