Best Investors Account Sign in
Current Employers
The Kocen Financial Group, Inc.

35900 Bob Hope Dr., Suite 202, Rancho Mirage, CA 92270-1767 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

35900 Bob Hope Dr., Suite 202, Rancho Mirage, CA 92270-1767 • 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
Glean Management Lp Los Angeles CA 02/2019 12/2020
Glean Management Lp Los Angeles CA 01/2021 06/2021
Orthodox Union Fresno CA 10/2017 11/2017
West Coast Talmudical Seminary Los Angeles CA 09/2014 06/2017
Financial Goal Securities, Inc Rancho Mirage CA 05/2024 08/2024
Miracle Mile Cpa Los Angeles CA 09/2017 12/2018
Kocen Financial Group Rancho Mirage CA 07/2021 Present
Financial Goal Securities, Inc Rancho Mirage CA 07/2021 05/2024
Kocen Financial Group Rancho Mirage CA 08/2024 Present
  • 02/2019 → 12/2020
    Glean Management Lp
    Los Angeles, CA
  • 01/2021 → 06/2021
    Glean Management Lp
    Los Angeles, CA
  • 10/2017 → 11/2017
    Orthodox Union
    Fresno, CA
  • 09/2014 → 06/2017
    West Coast Talmudical Seminary
    Los Angeles, CA
  • 05/2024 → 08/2024
    Financial Goal Securities, Inc
    Rancho Mirage, CA
  • 09/2017 → 12/2018
    Miracle Mile Cpa
    Los Angeles, CA
  • 07/2021 → Present
    Kocen Financial Group
    Rancho Mirage, CA
  • 07/2021 → 05/2024
    Financial Goal Securities, Inc
    Rancho Mirage, CA
  • 08/2024 → Present
    Kocen Financial Group
    Rancho Mirage, CA
Other Businesses

Tsikman Holdings, Not Investment Related, From Home, Property management and real estate holdings, Manager, June 2024, several hours per month, primarily conducted outside of regular securities trading hours, duties include overseeing property operations, manage maintenance and tenant matters, handle accounting and administrative functions, and coordinate with vendors and service providers. Airrow, Inc., Not Investment Related, 628 N Poinsettia Pl, Los Angeles, CA, 90036, defense industry technology contractor, Senior Advisor, Jan 2026, several hours per month, primarily conducted outside of regular securities trading hours, duties include serving in strategic and executive advisory role.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-22
  • S66 Uniform Combined State Law Examination
    2021-11-22

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Rancho Mirage, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor