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AC

Alvin M. Cohen

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CRD#: 1039202
AC

Professional summary


Alvin Marc Cohen was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Alvin is a previously registered financial professional and started their career in finance in 1990. Prior to being barred, Alvin had worked at 9 firms, which includes WESTCAP SECURITIES INC., MACARTHUR STRATEGIES INC., BACK BAY CAPITAL INC., EQUITRADE SECURITIES CORPORATION, EQUITY TRUST ADVISORS INC., AMERICAN INCOME SECURITIES, INCOME NETWORK COMPANY, AMERICAN BUSINESS SECURITIES INC., FORTRESS SECURITIES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Al Cohen

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 7, 2003 - January 28, 2003

WESTCAP SECURITIES, INC.

BD
CRD#: 45250
IRVINE, CA
Past

January 2, 2003 - January 27, 2003

MACARTHUR STRATEGIES, INC.

BD
CRD#: 20678
IRVINE, CA
Past

March 13, 2001 - September 19, 2001

BACK BAY CAPITAL, INC.

BD
CRD#: 22824
SAN DIEGO, CA
Past

July 11, 2000 - March 5, 2001

EQUITRADE SECURITIES CORPORATION

BD
CRD#: 29558
LAKE FOREST, CA
Past

June 4, 1999 - January 11, 2000

EQUITY TRUST ADVISORS, INC.

BD
CRD#: 44799
IRVINE, CA
Past

March 15, 1995 - June 7, 1999

AMERICAN INCOME SECURITIES

BD
CRD#: 37476
SANTA ANA, CA
Past

June 3, 1992 - May 9, 1994

INCOME NETWORK COMPANY

BD
CRD#: 20475
IRVINE, CA
Past

October 1, 1991 - May 22, 1992

AMERICAN BUSINESS SECURITIES, INC.

BD
CRD#: 18284
Past

September 16, 1991 - September 26, 1991

MACARTHUR STRATEGIES, INC.

BD
CRD#: 20678
Past

December 10, 1990 - September 26, 1991

MACARTHUR STRATEGIES, INC.

BD
CRD#: 20678
IRVINE, CA
Past

September 7, 1990 - November 19, 1990

FORTRESS SECURITIES, INC.

BD
CRD#: 19613

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/15/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WS
WESTCAP SECURITIES, INC.
COSTA MESA SECURITIES, INC. | WESTCAP SECURITIES, INC. | WESTCAP SECURITIES AND INSURANCE SERVICES

CRD#: 45250 / SEC#: , 8-50998

BD
Terminated by SEC on 02/07/2009
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 01/26/1998
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
RUBIN, THOMAS SETHCEO/PRESIDENT2755149
GREENEY, JEFFREY MARTINCOO2537096
HARRISON, SEAN LAWRENCEGENERAL MGR4425986
RASMUSEN, TROY NEILGENERAL MGR3082430
GALLO, JAMES EUGENECFO/CCO/FINOP1886119

Disclosures


Regulatory Event1
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WESTCAP SECURITIES, INC.

CRD#: 45250

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