Paige W. Rand

PALM TREE SECURITIES LLC

Los Angeles, CA 90025

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CRD#: 4520907

Professional summary

Paige Woodsum Rand, who also goes by Paige Jinja Woodsum, is a registered financial professional currently at PALM TREE SECURITIES LLC located in Los Angeles, California and SI SECURITIES, LLC located in Boston, Massachusetts.

Paige is registered as a RR (Registered Representative) and started their career in finance in 2008. Paige has worked at 13 firms and has passed the Series 79TO, Series 99TO, SIE, Series 62 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Paige Jinja Woodsum

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 Paige Woodsum Rand'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

October 27, 2022 - Present

PALM TREE SECURITIES LLC

Office #1: 11755 Wilshire Blvd Ste 2300, Los Angeles, CA 90025

CRD#: 307831

Los Angeles, CA

Current

June 2, 2023 - Present

SI SECURITIES, LLC

Office #1: 99 High Street Floor 17, Boston, MA 02110

CRD#: 170937

Boston, MA

Current

April 24, 2025 - Present

REGIONAL INVESTMENT SERVICES, INC.

Office #1: 9100 Conroy Windermere Road Suite 200, Office 223, Windermere, FL 34786

CRD#: 46929

Windermere, FL

Current

June 15, 2025 - Present

CADMAN SECURITIES, LLC

CRD#: 128344

ISLE OF PALMS, SC

Current

August 20, 2025 - Present

COGENT ASSOCIATES, LLC

Office #1: 73 Central Street, Woodstock, VT 05091

CRD#: 330920

WOODSTOCK, VT

Past

February 2, 2023 - April 14, 2025

ALIRA HEALTH TRANSACTION SERVICES, LLC

CRD#: 140203

FRAMINGHAM, MA

Past

December 13, 2022 - June 14, 2023

CODE ADVISORS LLC

CRD#: 153192

SAN FRANCISCO, CA

Past

May 2, 2022 - October 5, 2022

CROWDSTREET CAPITAL LLC

CRD#: 312762

NEW YORK, NY

Past

February 24, 2022 - March 7, 2022

FORCEFIELD CAPITAL, LLC

CRD#: 316049

EUGENE, OR

Past

October 6, 2021 - February 8, 2022

ICM CAPITAL MARKETS, LLC

CRD#: 312157

NEW YORK, NY

Past

August 24, 2021 - April 8, 2022

JUSTLY MARKETS LLC

CRD#: 159572

NEW YORK, NY

Past

May 25, 2021 - June 18, 2021

ICV GROUP, INC.

CRD#: 294024

NEW YORK, NY

Past

February 5, 2008 - April 7, 2021

AGC PARTNERS

CRD#: 125958

BOSTON, MA

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

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 62

Date: 2/4/2008

Corporate Securities Limited Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/4/2008

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

COGENT ASSOCIATES, LLC

CRD#: 330920 / SEC#: , 8-71253

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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Contact information

Main Address

73 Central Street, Woodstock, VT 05091

Mailing Address

73 Central Street, Woodstock, VT 05091

Phone number

(617) 767-9067

Established

Delaware since 06/25/2018

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (2 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
DOEBERL, ROBERT ANTHONY	OWNER	866416
BEATON, DANIEL STEWART	FINOP	4240769
COSTELLO, TIMOTHY	CCO	7092108
RAND, PAIGE WOODSUM	CHIEF EXECUTIVE OFFICER	4520907

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Paige W. Rand

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Paige Woodsum Rand's CRS (Customer Relationship Summary).

Certified licenses

Experience

SI SECURITIES, LLC

REGIONAL INVESTMENT SERVICES, INC.

CADMAN SECURITIES, LLC

COGENT ASSOCIATES, LLC

ALIRA HEALTH TRANSACTION SERVICES, LLC

CODE ADVISORS LLC

CROWDSTREET CAPITAL LLC

FORCEFIELD CAPITAL, LLC

ICM CAPITAL MARKETS, LLC

JUSTLY MARKETS LLC

ICV GROUP, INC.

AGC PARTNERS

State Registrations and Notice Filings

Exams

Series 79TO

Date: 1/2/2023

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 62

Date: 2/4/2008

Series 24

Date: 12/4/2008

FINRA

Current Firm

COGENT ASSOCIATES, LLC

Contact information

FINRA licenses (2 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

COGENT ASSOCIATES, LLC

TRUST BUT VERIFY

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