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WEST ALAN COHAN
CRD#: 6029969
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Investment Adviser
INVESTLINC WEALTH SERVICESCRD#: 332607 10 POINTE DR.
SUITE 150
BREA, CA 92821
Registration History
2014201520162017201820192020202120222023202420252026IAINVESTLINC WEALTH SERVICES (CRD# 332607)2024 - Present (<1 year)IAINVESTLINC WEALTH SERVICES (CRD# 304929)2019 - 2024 (5 years)IAINVESTLINC WEALTH SERVICES (CRD# 122031)2014 - 2020 (5 years)
License(s)

State Registrations

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California 10/11/2024

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Texas 8/25/2024

Current Registration(s)
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INVESTLINC WEALTH SERVICES (CRD#:332607)
10 POINTE DR. SUITE 150, BREA, CA 92821
Registered with this firm since 8/25/2024

Previous Registration(s)
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09/13/2019 - 11/16/2024 INVESTLINC WEALTH SERVICES (CRD#:304929) BREA, CA
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11/05/2014 - 02/06/2020 INVESTLINC WEALTH SERVICES (CRD#:122031) ANAHEIM, CA
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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.