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RC

Robert B. Cohen

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CRD#: 1068722
RC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Brent Cohen, who also goes by Bob Cohen, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1982. Robert had worked at 15 firms and has passed the Series 63, SIE, Series 5 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob 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, 2013 - December 8, 2014

CAMBRIA CAPITAL, LLC

BD
CRD#: 133760
SALT LAKE CITY, UT
Past

September 11, 2012 - January 8, 2013

LEGEND SECURITIES, INC.

BD
CRD#: 44952
NEW YORK, NY
Past

July 30, 2004 - September 11, 2012

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
DANVILLE, CA
Past

May 25, 2000 - August 2, 2004

STERLING FINANCIAL INVESTMENT GROUP, INC.

BD
CRD#: 41506
BOCA RATON, FL
Past

October 21, 1998 - June 9, 2000

JWGENESIS SECURITIES, INC.

BD
CRD#: 33832
BOCA RATON, FL
Past

October 14, 1997 - October 5, 1998

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

April 6, 1995 - October 2, 1997

ROUND HILL SECURITIES, INC.

BD
CRD#: 35223
ALAMO, CA
Past

November 7, 1994 - March 27, 1995

DAKIN SECURITIES CORPORATION

BD
CRD#: 6142
SAN FRANCISCO, CA
Past

December 18, 1992 - October 26, 1994

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

October 9, 1991 - November 3, 1992

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

September 13, 1990 - October 8, 1991

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

September 21, 1987 - October 10, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

August 30, 1984 - September 11, 1987

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Past

November 9, 1983 - June 27, 1984

LEHMAN BROTHERS KUHN LOEB INCORPORATED

BD
CRD#: 7555
Past

October 25, 1983 - September 25, 1984

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

October 27, 1982 - October 24, 1983

MORGAN STANLEY DW INC.

BD
CRD#: 7556

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: 10/29/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 12/11/1982
Interest Rate Options Examination
General Industry/Product Exam

Current Firm


CC
CAMBRIA CAPITAL, LLC
BANQ | READY ROUND | MY IPO | CAMBRIA CAPITAL, LLC | CAMBRIA CAPITAL LLC

CRD#: 133760 / SEC#: 801-112108, 8-66768

RIA
Registered Investment Advisory firm - SEC (12/31/2019 Terminated)
Arizona
Registered Investment Advisory firm - SEC (12/31/2024 Terminated)
California
Registered Investment Advisory firm - SEC (12/31/2024 Terminated)
Florida
Registered Investment Advisory firm - SEC (12/31/2024 Terminated)
Georgia
Registered Investment Advisory firm - SEC (12/31/2024 Terminated)
Illinois
Registered Investment Advisory firm - SEC (12/31/2024 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (12/31/2024 Terminated)
Missouri
Registered Investment Advisory firm - SEC (12/6/2017 Terminated)
Nevada
Registered Investment Advisory firm - SEC (12/31/2024 Termination Requested)
North Carolina
Registered Investment Advisory firm - SEC (12/31/2024 Terminated)
Oregon
Registered Investment Advisory firm - SEC (12/1/2017 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (12/31/2024 Terminated)
Texas
Registered Investment Advisory firm - SEC (12/31/2024 Terminated)
Utah
Registered Investment Advisory firm - SEC (12/31/2024 Terminated)
Virginia
Registered Investment Advisory firm - SEC (12/31/2024 Terminated)
BD
Terminated by SEC on 01/31/2025
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Contact information


Main Address
488 E. Winchester Street Suite 200, Salt Lake City, UT 84107
Mailing Address
Phone number
(801) 320-9606
Established
California since 07/16/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
5

FINRA licenses (2 States and Territories)


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Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
CAMBRIA ASSET MANAGEMENT, INCMANAGING MEMBER
SOLOWIN HOLDINGSMEMBER
MCBEAN, WILLIAM GORDONCEO1901190
PHILBRICK, SHANE ROBERTCHIEF COMPLIANCE OFFICER, FINOP, CFO, COO4584693
VANDERHOOF, JOEL MICHAELPRESIDENT4152196

Regulatory assets under management


Total Number of Accounts134
AUM (Assets Under Management)$ 10,552,928

Disclosures


Regulatory Event3

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


CAMBRIA CAPITAL, LLC

CRD#: 133760

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