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AC

Andrew H. Cohen

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CRD#: 1203516
AC

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.

Andrew Howard Cohen was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 1983. Andrew had worked at 9 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
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 10, 1996 - February 27, 1996

SHAMROCK PARTNERS, LTD

BD
CRD#: 23955
MEDIA, PA
Past

August 18, 1994 - January 23, 1996

BEACON SECURITIES, INC.

BD
CRD#: 15300
NEW YORK, NY
Past

August 3, 1990 - July 28, 1994

EMANUEL AND COMPANY

BD
CRD#: 7309
NEW YORK, NY
Past

May 8, 1990 - November 30, 1993

VANDERBILT SECURITIES, INC.

BD
CRD#: 14280
Past

January 25, 1990 - November 16, 1990

COMMONWEALTH ASSOCIATES

BD
CRD#: 20833
NEW YORK, NY
Past

January 13, 1988 - February 15, 1990

J. T. MORAN & CO., INC.

BD
CRD#: 15655
Past

October 9, 1984 - January 14, 1988

VANDERBILT SECURITIES, INC.

BD
CRD#: 14280
Past

August 14, 1984 - October 26, 1984

SUTTON PLACE SECURITIES, INC.

BD
CRD#: 10031
Past

January 23, 1984 - September 7, 1984

BROOKS WEINGER ROBBINS & LEEDS INC.

BD
CRD#: 14156
Past

November 22, 1983 - January 27, 1984

BROOKS, HAMBURGER, SATNICK, INC.

BD
CRD#: 7886

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: 10/23/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SP
SHAMROCK PARTNERS, LTD
SHAMROCK PARTNERS, LTD

CRD#: 23955 / SEC#: , 8-40676

BD
Terminated by SEC on 03/25/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
Pennsylvania since 10/04/1988
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
KELLY, JAMES THOMASOWNER

Disclosures


Regulatory Event12
Arbitration2
Bond1

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


SHAMROCK PARTNERS, LTD

CRD#: 23955

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