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Gary Leon Cohen

Archer Pointe Wealth Management, LLC

Davis, CA

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Current Employers
Archer Pointe Wealth Management, Llc

231 D Street Suite D, Davis, CA 95616 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-03
  • CA RA
    APPROVED
    Since 2025-12-03

Branch Locations

231 D Street Suite D, Davis, CA 95616 • 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
Chamberlain Financial Planning Llc Santa Cruz CA 04/2011 12/2020
Archer Pointe Wealth Management, Llc Davis CA 11/2020 Present
Libra Wealth Llc Santa Cruz CA 01/2021 12/2022
Previous Registrations
  • 2021-03-17 → 2022-08-23
    Libra Wealth Llc
    Los Gatos, CA
  • 2011-09-23 → 2020-12-31
    Chamberlain Financial Planning & Wealth Management
    Santa Cruz, CA
    Santa Cruz, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-09-22
  • S65 Uniform Investment Adviser Law Examination
    2011-09-22
Designations
Other Names
  • Gary Cohen

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · DAVIS, CA
CHARLES SCHWAB & CO., INC. · Davis, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DAVIS, CA
FLYWAY ADVISORS · DAVIS, CA
J.P. MORGAN SECURITIES LLC · DAVIS, CA
U.S. BANCORP ADVISORS, LLC · Davis, CA
EDWARD JONES · DAVIS, CA
WELLS FARGO CLEARING SERVICES, LLC · DAVIS, CA

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