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Derek Justin Collins

Cogent Private Wealth

Orlando, FL

CRD 7737898

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Employer firm

Cogent Private Wealth CRD 319092

$250M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Cogent Private Wealth

420 S. Orange Ave. Suite 825, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-20
FL RA APPROVED 2024-03-26
  • TX RA
    APPROVED_RES
    Since 2025-10-20
  • FL RA
    APPROVED
    Since 2024-03-26

Branch Locations

420 S. Orange Ave. Suite 825, Orlando, FL 32801 • 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
Charles Schwab & Co, Inc Westlake TX 06/2023 07/2023
Perfection Polishing & Auto Detailing Eustis FL 04/2020 06/2023
Milestone Professional Services Eustis FL 12/2020 02/2021
Detailing Unlimited Tavares FL 11/2018 03/2020
Lowes Mount Dora FL 03/2020 03/2021
Smart Wealth Maitland FL 08/2022 12/2022
Student Eustis FL 01/2014 11/2018
Cogent Private Wealth Orlando FL 01/2024 Present
Perfection Polishing & Auto Detailing Eustis FL 08/2023 12/2023
  • 06/2023 → 07/2023
    Charles Schwab & Co, Inc
    Westlake, TX
  • 04/2020 → 06/2023
    Perfection Polishing & Auto Detailing
    Eustis, FL
  • 12/2020 → 02/2021
    Milestone Professional Services
    Eustis, FL
  • 11/2018 → 03/2020
    Detailing Unlimited
    Tavares, FL
  • 03/2020 → 03/2021
    Lowes
    Mount Dora, FL
  • 08/2022 → 12/2022
    Smart Wealth
    Maitland, FL
  • 01/2014 → 11/2018
    Student
    Eustis, FL
  • 01/2024 → Present
    Cogent Private Wealth
    Orlando, FL
  • 08/2023 → 12/2023
    Perfection Polishing & Auto Detailing
    Eustis, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-19
  • S65 Uniform Investment Adviser Law Examination
    2023-07-19

View on SEC IAPD

Nearby Firms

SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.

Nearby Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit

Nearby Offices

SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL

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