Mark A Cohen

Current Employers

Castleview Partners, Llc

4851 Lbj Freeway Suite 850, Dallas, TX 75244 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-05-23

FL RA
APPROVED

Since 2025-05-23

Branch Locations

Boca Raton, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Tradespot Markets, Inc.	Davie	FL	03/2014	10/2018
Victory Investment Advisers, Inc.	Boca Raton	FL	09/2015	04/2023
Blackridge Asset Management	Williamsville	NY	10/2018	12/2019
Peak Brokerage Services, Llc	Palm Beach Gardens	FL	10/2018	12/2019
Avatar Securities. Llc	New York City	NY	04/2023	08/2023
Bridge Asset Management, Inc.	Boca Raton	FL	04/2023	Present

03/2014 → 10/2018

Tradespot Markets, Inc.

Davie, FL
09/2015 → 04/2023

Victory Investment Advisers, Inc.

Boca Raton, FL
10/2018 → 12/2019

Blackridge Asset Management

Williamsville, NY
10/2018 → 12/2019

Peak Brokerage Services, Llc

Palm Beach Gardens, FL
04/2023 → 08/2023

Avatar Securities. Llc

New York City, NY
04/2023 → Present

Bridge Asset Management, Inc.

Boca Raton, FL

Previous Registrations

2024-08-09 → 2024-12-10

Bridge Asset Management, Inc.

Boca Raton, FL
2020-09-11 → 2022-09-21

Bridge Asset Management, Inc.

Boca Raton, FL
2018-10-18 → 2019-08-30

Blackridge Asset Management, Llc

Boca Raton, FL

Jupiter, FL
2016-01-06 → 2018-12-17

Victory Investment Advisers Inc.

Boca Raton, FL
2007-08-02 → 2014-03-13

Oak Tree Capital Advisers, Inc.

Boca Raton, FL

Other Businesses

Licensed Insurance salesperson 2699 NE 25th Terrace Boca Raton, FL 33431 non-investment related, Independent agent, 08/2015, 0 hours/month, none during trading hours, I do around ten insurance transactions per year.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2019-08-05
S66	Uniform Combined State Law Examination	2007-06-30

S63 Uniform Securities Agent State Law Examination

2019-08-05
S66 Uniform Combined State Law Examination

2007-06-30

Other Names

Mark Alan Cohen

View on SEC IAPD