AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JC

Jonathan A. Cohen

Some features on this profile are disabled
CRD#: 2781921
JC

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.

Jonathan Andrew Cohen was a registered financial professional .

Jonathan is a previously registered financial professional and started their career in finance in 1996. Jonathan had worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 55, Series 3, Series 7, Series 24, Series 10 and Series 9 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

December 10, 2015 - March 31, 2017

DINOSAUR FINANCIAL GROUP, L.L.C

BD
CRD#: 104446
NEW YORK, NY
Past

March 19, 2012 - September 23, 2014

GLOBAL-AMERICAN INVESTMENTS, INC.

BD
CRD#: 41802
WALNUT, CA
Past

May 10, 2011 - October 28, 2011

OCEAN VIEW CAPITAL, LLC

BD
CRD#: 148616
RANCHO SANTA FE, CA
Past

February 26, 2010 - April 27, 2010

TRANSCEND CAPITAL

BD
CRD#: 104483
BOCA RATON, FL
Past

January 29, 2009 - October 5, 2009

LIGHTHOUSE FINANCIAL GROUP, LLC

BD
CRD#: 103734
BOCA RATON, FL
Past

May 2, 2008 - February 18, 2009

GRACE FINANCIAL GROUP LLC

BD
CRD#: 104133
BOCA RATON, FL
Past

February 29, 2008 - March 7, 2008

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
BOCA RATON, FL
Past

January 2, 2007 - February 29, 2008

RBC CAPITAL MARKETS CORPORATION

BD
CRD#: 6579
BOCA RATON, FL
Past

April 20, 2006 - February 29, 2008

G-2 TRADING,LLC

BD
CRD#: 44018
NEW YORK, NY
Past

November 27, 2001 - January 2, 2007

CARLIN EQUITIES, LLC

BD
CRD#: 31295
AVENTURA, FL
Past

October 2, 1996 - December 7, 2001

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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
IAR
Series 66
Date: 4/20/2000
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 12/30/2006
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 3
Date: 11/13/2002
National Commodity Futures Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


DF
DINOSAUR FINANCIAL GROUP, L.L.C
APB FINANCIAL GROUP | EAGLE BROKERS | DINOSAUR SECURITIES, L.L.C. | DINOSAUR FINANCIAL GROUP, L.L.C

CRD#: 104446 / SEC#: , 8-52908

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
33 Whitehall St 1102, New York, NY 10004
Mailing Address
33 Whitehall St 1102, New York, NY 10004
Phone number
(212) 448-9944
Established
Delaware since 05/11/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
DINOSAUR GROUP HOLDINGS, LLCPARENT
GIORGIO, ANTHONY JOSEPHCCO/AMLCO5489336
GROSSMAN, ELLIOT SMANAGING DIRECTOR5116278
GROSSMAN, GLENN ANDREWPRESIDENT/CEO/MANAGING MEMBER1657276
SULEYMANOV, ZAKHARCFO/FINOP4927317

Disclosures


Regulatory Event5
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


DINOSAUR FINANCIAL GROUP, L.L.C

CRD#: 104446

TRUST BUT VERIFY

Monitor Jonathan Cohen

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics