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JAY WILLIAM COHEN
CRD#: 4470591
IA
Investment Adviser
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Previous Broker
MONTEREY WEALTHCRD#: 172577 200 ASHFORD CENTER NORTH
SUITE 310
ATLANTA, GA 30338
Registration History
20022004200620082010201220142016201820202022202420262 FIRMS2004 - 2005 (1 year)2 FIRMS2005 - 2020 (14 years)IAMONTEREY WEALTH (CRD# 172577)2020 - Present (4 years)BM HOLDINGS SECURITIES, INC. (CRD# 43285)2001 - 2004 (2 years)BMUTUAL SERVICE CORPORATION (CRD# 4806)2001 - 2001 (<1 year)IAM HOLDINGS SECURITIES, INC. (CRD# 43285)2003 - 2004 (1 year)
License(s)

State Registrations

IA
Georgia 5/19/2020

Current Registration(s)
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MONTEREY WEALTH (CRD#:172577)
200 ASHFORD CENTER NORTH SUITE 310, ATLANTA, GA 30338
Registered with this firm since 5/19/2020

Previous Registration(s)
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IA
10/06/2005 - 05/18/2020 LPL FINANCIAL LLC (CRD#:6413) ATLANTA, GA
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09/30/2005 - 05/18/2020 LPL FINANCIAL LLC (CRD#:6413) ATLANTA, GA
IA
07/27/2004 - 12/31/2005 WILLIAM E. HAMM & ASSOCIATES,INC (CRD#:125112) ATLANTA , GA
B
05/24/2004 - 10/12/2005 MUTUAL SERVICE CORPORATION (CRD#:4806) BOSTON, MA
IA
01/17/2003 - 03/19/2004 M HOLDINGS SECURITIES, INC. (CRD#:43285) TAMPA, FL
B
12/19/2001 - 03/19/2004 M HOLDINGS SECURITIES, INC. (CRD#:43285) PORTLAND, OR
B
10/31/2001 - 12/31/2001 MUTUAL SERVICE CORPORATION (CRD#:4806) BOSTON, MA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.