Tyler Cohen is a CFP, ChFC-designated registered investment advisor, based in SanDiego, CA, with 5 years of industry experience.
Location
6310 Greenwich Dr., Suite 205, SanDiego, CA, 92122
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 11 mos
Cambridge Investment Research, INC.
June 2025 - Present · 11 mos
The Ameriflex Group
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - July 2025 · 1 yr 10 mos
Osaic Wealth, INC.
September 2023 - July 2025 · 1 yr 10 mos
Sagepoint Financial, INC.
June 2022 - September 2023 · 1 yr 3 mos
Sagepoint Financial, INC.Broker
August 2021 - September 2023 · 2 yrs 1 mo
MML Investors Services, LLC
May 2021 - August 2021 · 3 mos
MML Investors Services, LLCBroker
February 2021 - August 2021 · 6 mos
State Registrations1 state
CA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.