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HC

Howard G. Cohen

OCTAURA SECURITIES
New York, NY 10001
Some features on this profile are disabled
CRD#: 4130022
HC

Professional summary


Howard G Cohen, who also goes by Howard Gregory Cohen, Howard Cohen, is a registered financial professional currently at OCTAURA SECURITIES located in New York, New York.

Howard is registered as a RR (Registered Representative) and started their career in finance in 2000. Howard has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Howard Gregory Cohen | Howard 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) - BD


Click below to view Howard G Cohen's CRS (Customer Relationship Summary).

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


Current

May 12, 2023 - Present

OCTAURA SECURITIES

Office #1: 5 Pennsylvania Plaza 6 Floor South, New York, NY 10001
BD
CRD#: 321877
New York, NY
Past

April 16, 2020 - February 1, 2023

MARKETAXESS CORPORATION

BD
CRD#: 44542
NEW YORK, NY
Past

May 4, 2006 - March 18, 2020

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

June 3, 2002 - May 3, 2006

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

June 19, 2001 - August 23, 2001

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

February 28, 2000 - September 20, 2000

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(11/9/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 4/3/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


OS
OCTAURA SECURITIES
OCTAURA SECURITIES | OCTAURA SECURITIES TRADINGCO LLC

CRD#: 321877 / SEC#: , 8-70933

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
5 Pennsylvania Plaza 6 Floor South, New York, NY 10001
Mailing Address
5 Pennsylvania Plaza 6 Floor South, New York, NY 10001
Phone number
(212) 397-6133
Established
Delaware since 04/25/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
OCTAURA HOLDINGS LLCSOLE MEMBER
BEJILE, BRIAN [NMM]CHIEF EXECUTIVE OFFICER4829191
COHEN, JASON TODDCOO/ CFO AND FINOP4270310
LODATO, JOSEPH WILLIAMCHIEF COMPLIANCE OFFICER1931988

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


OCTAURA SECURITIES

CRD#: 321877New York, NY 10001

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