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264 South River Road Suite 414, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-12 |
| TX | RA | APPROVED_RES | 2018-05-01 |
| MA | RA | APPROVED | 2015-01-02 |
| NH | RA | APPROVED | 2013-10-21 |
Branch Locations
264 South River Road Suite 414, Bedford, NH 03110 • United States
1200 North Federal Highway Suite 200, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cohen Investment Advisors, Llc | Bedford | NH | 10/2013 | Present |
1.) NAME OF OBA: THE BOYS & GIRLS CLUB OF MANCHESTER; ADDRESS OF OBA: MANCHESTER, NH 03104; NATURE: NON PROFIT; INVESTMENT RELATED: NO; TITLE WITH OBA: VICE PRESIDENT AND EXECUTIVE COMMITTEE MEMBER; DUTIES: HELP MAKE DECISIONS AFFECTING THE ORGANIZATION; START DATE: JUNE 1, 2025; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: JEWISH FEDERATION OF NEW HAMPSHIRE; ADDRESS OF OBA: BEDFORD, NH 03110; NATURE: JFNH ORGANIZES COMMUNITY EVENTS TO CONNECT THE JEWISH COMMUNITY OF NEW HAMPSHIRE; INVESTMENT RELATED: YES; TITLE WITH OBA: TRUSTEE OF THE FOUNDATION OF THE JEWISH FEDERATION OF NEW HAMPSHIRE; DUTIES: SERVE ON THE BOARD THAT OVERSEES THE FINANCES OF THE JEWISH FEDERATION OF NEW HAMPSHIRE; START DATE: 03/2023; APPROX. NUMBER OF HOURS/MONTH: 1-2; APPROX. NUMBER HOURS/MONTH DURING TRADING HOURS: 0; (3.) NAME OF OBA: RIVERSIDE PILATES LLC; ADDRESS OF OBA: MANCHESTER, NH 03101; NATURE: I HELP MANAGE THE FINANCES OF MY WIFE'S PILATES STUDIO; INVESTMENT RELATED: NO; TITLE WITH OBA: FINANCE MANAGER; DUTIES: MANAGEMENT OF THE RECEIVABLES AND PAYABLES OF THE GYM; START DATE: 8/1/2024; APPROX. NUMBER OF HOURS/MONTH: 5 - 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (4.) NAME OF OBA: DERRYFIELD SCHOOL; ADDRESS OF OBA: MANCHESTER, NH 03104; NATURE: BOARD MEMBER; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD MEMBER; DUTIES: HELP OTHER BOARD MEMBERS WITH OVERSIGHT OF ORGANIZATION; START DATE: 06/01/2025; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-08 |
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