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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2002-07-26 |
Branch Locations
1307 White Horse Road Ste. D-102, Voorhees, NJ 08043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cohler Financial Associates | Marlton | NJ | 11/1991 | Present |
| United Planners' Financial Services | Marlton | NJ | 03/1995 | Present |
| Finra Arbitrator | Philadelphia | PA | 11/2019 | Present |
| Michael D. Cohler - Insurance Planning | Marlton | NJ | 01/1985 | Present |
1.) COHLER FINANCIAL ASSOCIATES - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - MARLTON, NJ - SINCE 07/1991 - NOT INVESTMENT RELATED 2.) COHLER FINANCIAL ASSOCIATES - AGENT - NON-VARIABLE INSURANCE - MARLTON, NJ - SINCE 01/2000 - INVESTMENT RELATED 3.) MICHAEL COHLER (REAL ESTATE) - PRINCIPAL - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - CHERRY HILL, NJ - SINCE 01/2004 - INVESTMENT RELATED 4.) NEW JERSEY NOTARY PUBLIC - NOTARY - MARLTON, NJ - SINCE 01/1993 - NOT INVESTMENT RELATED 5.) FINRA ARBITRATOR - ARBITRATOR - HEARING TEAM THAT REVIEWS SECURITY DESPTS - PHILADELPHIA, PA - SINCE 11/2019 - NOT INVESTMENT REALD 6.) L&A NASON FAMILY TRUST - NAMED IN TRUST AS BEING A SUCCESSOR TRUSTEE - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - MARLTON, NJ - SINCE 03/2021 - INVESTMENT RELATED 7.) COHLER FAMILY TRUST - CO-TRUSTEE - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - MARLTON, NJ - SINCE 09/2005 - INVESTMENT RELATED 8.) MICHAEL D. COHLER - INSURANCE PLANNING - AGENT - NON-VARIABLE INSURANCE - MARLTON, NJ - SINCE 01/1985 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-06-10 |
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