Eric R Cohen

Current Employers

Employment History

• 02/2013 → 01/2019
  The Gms Group, L.L.C.
  Boca Raton, FL
• 01/2019 → 12/2019
  Herbert J. Sims & Co, Inc
  Boca Raton, FL
• 01/2020 → 02/2023
  Stoever Glass & Co.
  New York, NY
• 11/2020 → 02/2023
  Stoever Glass Wealth Management
  Boca Raton, FL
• 02/2023 → 10/2024
  B. Riley Wealth Management
  Memphis, TN
• 02/2023 → 10/2024
  B. Riley Wealth Advisors, Inc.
  Memphis, TN
• 10/2024 → Present
  Kestra Investment Services Llc
  Boca Raton, FL
• 10/2024 → Present
  Kestra Advisory Services Llc
  Boca Raton, FL

Previous Registrations

• 2023-03-17 → 2024-10-30
  B. Riley Wealth Advisors, Inc.
  Boca Raton, FL
• 2020-11-30 → 2023-03-03
  Stoever Glass Wealth Management, Inc.
  Boca Raton, FL
  New York, NY

Other Businesses

Name: KESTRA ADVISORY SERVICES POS: Investment Advisor Representative NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/26/2024 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400, Austin TX 78735 DESC: Managing clients accounts Name: WEALTH EMPOWERMENT FINANCIAL POS: RR NOB: Registered rep activities through Kestra Investment Services INV REL: No # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/26/2024 ADDRESS: 2424 N Federal Hwy Ste 400, Boca Raton FL 33431 DESC: RR Name: CASA SU LAGO MAINTENACE ASSC POSITION: Treasurer NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 08/25/2026 ADDRESS: 6413 CONGRESS AVENUE SUITE 100, BOCA RATON FL 33487, United States DESCRIPTION: Approve Invoices. Help set the budget. Invest in money markets.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-18
• S63 Uniform Securities Agent State Law Examination
  2013-11-04