George A. Cohlmia

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CRD#: 1146148

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.

George Arthur Cohlmia was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1983. George had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

1. GEOKAD; INVESTMENT RELATED; START DATE 9/14/2008; HOURS PER MONTH 1 HOURS PER MONTH DURING MARKET HOURS 1; EDMOND, OKLAHOMA; FAMILY PARTNERSHIP; INVESTMENTS IN OIL AND GAS; MANAGING MEMBER. 2. FACILITIES PERFORMANCE GROUP, LLC; NOT INVESTMENT RELATED; START DATE: 2/28/1999; HOURS PER MONTH 0 AND HOURS PER MONTH DURING TRADING HOURS 0; INVESTOR; TYPE OF BUSINESS IS JANITORIAL; PASSIVE INVESTOR. 3. COHLMIA INVESTMENTS , LLC; INVESTMENT RELATED; 9/17/18; HOURS PER MONTH 120; HOURS PER MONTH DURING TRADING HOURS 120; EDMOND, OKLAHOMA; RELATIONSHIP SHAREHOLDER; INVESTMENT ADVISORY BUSINESS; INVESTMENT ADVISOR.

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

September 21, 2018 - February 7, 2024

FULL SAIL CAPITAL, LLC

RIA

CRD#: 291368

OKLAHOMA CITY, OK

Past

July 1, 2003 - September 25, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

OKLAHOMA CITY, OK

Past

July 1, 2003 - September 25, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

OKLAHOMA CITY, OK

Past

January 10, 2000 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

OKLAHOMA CITY, OK

Past

January 10, 2000 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

March 26, 1990 - January 18, 2000

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

January 16, 1986 - April 3, 1990

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

June 21, 1985 - January 22, 1986

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

Past

July 21, 1983 - July 17, 1985

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FULL SAIL CAPITAL, LLC

FULL SAIL CAPITAL, LLC | PAISLEY ADVISORS, LLC | JAXON ADVISORS, LLC

CRD#: 291368 / SEC#: 801-112427

RIA

Registered Investment Advisory firm - (2/13/2018 Approved)

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/28/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/26/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/25/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 5/2/1986

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 7/16/1983

General Securities Representative Examination

Current Firm

FULL SAIL CAPITAL, LLC

FULL SAIL CAPITAL, LLC | PAISLEY ADVISORS, LLC | JAXON ADVISORS, LLC

CRD#: 291368 / SEC#: 801-112427

RIA

Registered Investment Advisory firm - (2/13/2018 Approved)

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Contact information

Main Address

124 N.w. 10th St, Oklahoma City, OK 73103

Mailing Address

Phone number

(405) 286-2100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR FULL SAIL CAPITAL, LLC (6/6/2025)

Regulatory assets under management

Total Number of Accounts	1,688
AUM (Assets Under Management)	$ 2,031,697,170

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2025	Cover Page	Report
01/26/2024	Cover Page	Report
04/26/2023	Cover Page	Report

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.

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Firm Stability Insights

George A. Cohlmia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

UBS FINANCIAL SERVICES INC.

PRUDENTIAL EQUITY GROUP, LLC

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

FULL SAIL CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/28/1995

Series 63

Date: 7/26/1983

SIE

Date: 9/25/2018

Series 3

Date: 5/2/1986

Series 7

Date: 7/16/1983

Current Firm

FULL SAIL CAPITAL, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FULL SAIL CAPITAL, LLC

TRUST BUT VERIFY

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