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10 Pointe Dr. Suite 150, Brea, CA 92821 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-11 |
| TX | RA | APPROVED | 2024-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investlinc Wealth Services, Inc. | Anaheim | CA | 09/2013 | 12/2023 |
| Investlinc Wealth Services Llc | Brea | CA | 01/2024 | Present |
Mr. Cohan is the CFO and founder of Lémore, a company offering skincare products, and a non-investment related business operated out of his home. Start date: 09/01/2016. He spends approximately 3 hours per month on this activity, none of which is during trading hours. His duties include accounting/bookkeeping, tax preparation and insurance management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-23 |
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