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Cosmos Wealth, LLC CRD 341781
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7596 Eads Avenue, Suite 111, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-29 |
Branch Locations
7596 Eads Avenue, Suite 111, La Jolla, CA 92037 • United States
15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-08-30 |
Branch Locations
15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
7596 Eads Ave Suite 111, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Placement Group | San Diego | CA | 08/2014 | 08/2021 |
| Tru Independence Asset Management 2, Llc | Portland | OR | 08/2021 | 07/2026 |
| Rely Wealth Partners, Llc | La Jolla | CA | 08/2021 | 07/2026 |
| Cosmos Wealth, Llc | La Jolla | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-12-19 |
| S66 | Uniform Combined State Law Examination | 2015-07-27 |
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