Best Investors Account Sign in
Inactive

Paul Ian Cohen

Marest Capital, LLC

Encino, CA

Claim This Profile
Current Employers
Marest Capital, Llc

16255 Ventura Blvd Suite 505, Encino, CA 91436 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-03-15
TX RA APPROVED_RES 2022-03-15
  • CA RA
    APPROVED
    Since 2022-03-15
  • TX RA
    APPROVED_RES
    Since 2022-03-15

Branch Locations

16255 Ventura Blvd Suite 505, Encino, CA 91436 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Twc Sports Management Inc Tarzana CA 09/1990 Present
Partnervest Advisory Services, Llc. Santa Barbara CA 01/2019 10/2020
Marest Capital Tarzana CA 01/2019 03/2022
Changepath, Llc Leawood KS 10/2020 03/2022
Marest Capital, Llc Tarzana CA 03/2022 Present
  • 09/1990 → Present
    Twc Sports Management Inc
    Tarzana, CA
  • 01/2019 → 10/2020
    Partnervest Advisory Services, Llc.
    Santa Barbara, CA
  • 01/2019 → 03/2022
    Marest Capital
    Tarzana, CA
  • 10/2020 → 03/2022
    Changepath, Llc
    Leawood, KS
  • 03/2022 → Present
    Marest Capital, Llc
    Tarzana, CA
Previous Registrations
  • 2020-10-27 → 2022-03-15
    Creativeone Wealth, Llc
    Overland Park, KS
    Encino, CA
  • 2019-01-04 → 2020-11-05
    Partnervest Advisory Services Llc
    Tarzana, CA
    Santa Barbara, CA
  • 2018-11-01 → 2018-11-02
    Partnervest Advisory Services Llc
    Encino, CA
    Santa Barbara, CA
  • 2015-05-01 → 2015-10-20
    Partnervest Advisory Services Llc
    Encino, CA
    Santa Barbara, CA
Other Businesses

TWC SPORTS MANAGEMENT; PRESIDENT AND REGISTERED AGENT; AGENT FOR PROFESSIONAL ATHLETES; 18321 VENTURA BLVD #330, TARZANA, CA 91350; NOT INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-01
  • S65 Uniform Investment Adviser Law Examination
    2018-11-01

View on SEC IAPD

Other Firms

GOODSTEIN WEALTH MANAGEMENT LLC
PORTFOLIO DESIGN LABS, LLC
WILLNER & HELLER LLC
WEALTH MANAGEMENT PARTNERS OF LOS ANGELES
FINANCIAL PLANNING FOR GENERATIONS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC

Other Investors

Yevgeniy Yakovlevi Oktyabrskiy
ALAN RANDALL GOODSTEIN
Jason Terrance Thomas
KENNETH LEE WILLNER
Miles Kenneth Rader
MATTHEW DAVID HELLER
Alexander Paul Tuckman
MATTHEW MILLER DAVIS

Other Offices

GOODSTEIN WEALTH MANAGEMENT LLC · ENCINO, CA
PORTFOLIO DESIGN LABS, LLC · ENCINO, CA
WILLNER & HELLER LLC · ENCINO, CA
WEALTH MANAGEMENT PARTNERS OF LOS ANGELES · ENCINO, CA
FINANCIAL PLANNING FOR GENERATIONS, INC. · ENCINO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ENCINO, CA
WELLS FARGO CLEARING SERVICES, LLC · ENCINO, CA
WELLS FARGO CLEARING SERVICES, LLC · ENCINO, CA

More in Encino, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor