Gil Daniel Cohen

Current Employers

Employment History

• 05/2015 → 09/2023
  Sagepoint Financial Inc
  Fort Lauderdale, FL
• 09/2023 → Present
  Osaic Wealth, Inc.
  Fort Lauderdale, FL

Previous Registrations

• 2016-09-26 → 2023-09-01
  Osaic Services, Inc.
  Oakland Park, FL
  Phoenix, AZ
  Parkland, FL
  Scottsdale, AZ
  Fort Lauderdale, FL
• 1994-11-29 → 2015-04-07
  Msi Financial Services, Inc.
  Fort Lauderdale, FL
  Coral Gables, FL
• 2009-11-09 → 2010-02-18
  New England Securities
  Fort Lauderdale, FL
  Boca Raton, FL

Other Businesses

1) GIL COHEN; POSITION: COUNCIL MEMBER; NATURE: MEMBER OF THE BROWARD SHERRIFF'S ADVISORY COUNCIL; INVESTMENT RELATED: NO; NUMBER OF HOURS: 8; SECURITIES TRADING HOURS: 0; START DATE: 03/03/2014; ADDRESS: 1920 E HALLANDALE BLVD, HALLANDALE FL 33009; DESCRIPTION: HELP SUPPORT THE SHERRIFF COUNCIL TO SUPPORT FAMILIES OF FALLEN OFFICER. 2) CREATIVE FINANCIAL PROPERTY & CASUALTY GROUP LLC POSITION: Partner NATURE: ; This is an LLC created to represent property & casualty business to our clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/06/2017; ADDRESS: 5310 NW 33 Ave, Suite 206, Fort Lauderdale FL 33309, United States; DESCRIPTION: Partner in a property and casualty insurance group. The day to day operations are handled by another partner in the business. I assist with overseeing operations occasionally, generally only during one meeting a week to review the weekly activities of the business 3) GDC357LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 2781 NE 8 Court, Pompano Beach FL 33062, United States DESCRIPTION: rental properties 4) GDC FINANCIAL NETWORK LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2016 ADDRESS: 2781 NE 8 Court, Pompano Beach FL 33062, United States DESCRIPTION: This is a limited liability corporation I opened for tax purposes only. 5) GIL D COHEN LIVING TRUST POSITION: Trustee NATURE: Trustee of my personal trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/09/2012 ADDRESS: 2781 NE 8 Court, Pompano Beach FL 33062, United States DESCRIPTION: Trustee of my own personal trust 6) GDC & DAB LLC POSITION: Owner/Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2019 ADDRESS: 2781 NE 8 Court, Pompano Beach FL 33062, United States DESCRIPTION: Oversee rental property making sure bills are paid on time 7) CREATIVE FINANCIAL NETWORK INC. POSITION: CEO NATURE: Corporation, this is a conversion from our LLC with the same name as recommended by our attorney and accountant. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 06/01/2015 ADDRESS: 5310 NW 33 Ave, Suite 206, Fort Lauderdale FL 33309, United States DESCRIPTION: SELL LIFE INSURANCEAND A GENERAL AGENT 8) SUGAR BEAR LODGE LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2020 ADDRESS: 155 Sugar Bear Ridge Lane, Banner Elk NC 28604, United States DESCRIPTION: Co-owner of a vacation rental home in Banner Elk, NC. The rental and management duties are done by a property management company we hired who receives a percentage of the rental income. 9) CFN PROPERTY MANAGEMENT LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2020 ADDRESS: 5310 NW 33RD AVE, SUITE 206, Fort Lauderdale FL 33309, United States DESCRIPTION: Co-owner of 2 multi-tenant residential rental properties. Landlord duties in Pompano Beach, FL 10) AMERILIFE 11) CFPC FL HOLDINGS LLC 12) AL MARKETING LLC 13) CFN FL HOLDINGS LLC 14) CREATIVE FINANCIAL HOLDCO 15) GMD PROPERTY & CASUALTY LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/03/2023 ADDRESS: 5310 NW 33 Ave, Suite 206, fort lauderdale FL 33309, United States DESCRIPTION: Oversee company but I am not involved in the day to day activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-03-22

Designations