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Richard Jay Cohn

American Investors Company

San Ramon, CA

San Rafael, CA

San Rafael, CA

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Current Employers
American Investors Company

12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-12-04
  • CA RA
    APPROVED
    Since 2023-12-04

Branch Locations

12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583 • United States

4340 Redwood Hwy Ste 118, San Rafael, CA 94903 • United States

4340 Redwood Hwy Ste 118, San Rafael, CA 94903 • 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
Crestmont Advisors, Llc San Rafael CA 06/2013 01/2025
American Investors Company San Ramon CA 08/2023 Present
Previous Registrations
  • 2013-01-15 → 2025-01-18
    Crestmont Advisors, Llc.
    San Rafael, CA
  • 2002-06-21 → 2013-04-16
    American Investors Company
    San Ramon, CA
    Tiburon, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-12-27
S65 Uniform Investment Adviser Law Examination 2000-02-02
  • S63 Uniform Securities Agent State Law Examination
    2023-12-27
  • S65 Uniform Investment Adviser Law Examination
    2000-02-02

View on SEC IAPD

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