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Brodie Trister Cohen

Cohen Capital Management Inc

Corte Madera, CA

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Current Employers
Cohen Capital Management Inc

770 Tamalpais Drive Suite 318, Corte Madera, CA 94925-1737 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-05
  • CA RA
    APPROVED
    Since 2025-05-05

Branch Locations

770 Tamalpais Drive Suite 318, Corte Madera, CA 94925-1737 • 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
Epiq Capital Group, Llc San Francisco CA 12/2020 07/2023
Cohen Capital Management Corte Madera CA 07/2020 11/2020
Unemployed Tiburon CA 05/2020 07/2020
Attended Colgate University Hamilton NY 08/2019 05/2020
Prime Finance New York NY 06/2019 08/2019
Attended Colgate University Hamilton NY 08/2018 05/2019
Unemployed Tiburon CA 07/2018 08/2018
Tuck Bridge Program Dartmouth Hannover NH 06/2018 07/2018
Attended Colgate University Hamilton NY 08/2017 05/2018
Cohen Capital Management Corte Madera CA 06/2017 08/2017
Attended Colgate University Hamilton NY 08/2016 05/2017
Cohen Capital Management, Inc 770 Tamalpais Drive CA 08/2023 Present
  • 12/2020 → 07/2023
    Epiq Capital Group, Llc
    San Francisco, CA
  • 07/2020 → 11/2020
    Cohen Capital Management
    Corte Madera, CA
  • 05/2020 → 07/2020
    Unemployed
    Tiburon, CA
  • 08/2019 → 05/2020
    Attended Colgate University
    Hamilton, NY
  • 06/2019 → 08/2019
    Prime Finance
    New York, NY
  • 08/2018 → 05/2019
    Attended Colgate University
    Hamilton, NY
  • 07/2018 → 08/2018
    Unemployed
    Tiburon, CA
  • 06/2018 → 07/2018
    Tuck Bridge Program Dartmouth
    Hannover, NH
  • 08/2017 → 05/2018
    Attended Colgate University
    Hamilton, NY
  • 06/2017 → 08/2017
    Cohen Capital Management
    Corte Madera, CA
  • 08/2016 → 05/2017
    Attended Colgate University
    Hamilton, NY
  • 08/2023 → Present
    Cohen Capital Management, Inc
    770 Tamalpais Drive, CA
Previous Registrations
  • 2021-04-26 → 2023-07-18
    Epiq Capital Group, Llc
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-25
  • S65 Uniform Investment Adviser Law Examination
    2021-04-25

View on SEC IAPD

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