Robert Cozart

Current Employers

Employment History

• 11/2022 → Present
  Kestra Investment Services, Llc
  Willoughby, OH
• 04/2019 → Present
  Life Point Church
  Mentor, OH
• 12/1997 → 05/2022
  Guitar Center Stores, Inc
  Mayfield Heights, OH

Other Businesses

Name: SPORTS CARD SALES POSITION: Owner NATURE: Sales INVESTMENT RELATED: No # OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2017 ADDRESS: 31723 Royalview Dr, Willowick OH 44095 DESCRIPTION: I buy, sell & trade sports cards & collectibles through various means- including ebay, myslabs.com, facebook marketplace, and local shows. Name: OTIUM FINANCIAL PLANNERS POSITION: Customer Service Associate NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/01/2022ADDRESS: 34500 Chardon Rd #4, Willoughby OH 44094 DESCRIPTION: Currently answering phones, some administrative work while studying to pass Series 7 and Series 66 license exams. Once licensed, will move into Support Advisor role. Name: FINANCIAL PEACE UNIVERSITY AT LIFE POINT CHURCH POSITION: Class Coordinator NATURE: Financial Wellness Class INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2023 ADDRESS: 7671 Johnnycake Ridge Rd, Mentor OH 44060 DESCRIPTION: Facilitate the signup process and set up the space used for the class weekly at the church, Facilitate the group discussion after the video lessons, and answer any questions that class attendees may have.

Exams

• S66 Uniform Combined State Law Examination
  2023-01-04