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The Kocen Living Trust, U/A Dated December 18, 2018

OwnerThe Kocen Financial Group, Inc.

About The Kocen Living Trust, U/A Dated December 18, 2018

The Kocen Living Trust, U/A Dated December 18, 2018 is listed as Owner at The Kocen Financial Group, Inc. in Rancho Mirage, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of The Kocen Financial Group, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does The Kocen Living Trust, U/A Dated December 18, 2018 work?

The Kocen Living Trust, U/A Dated December 18, 2018 is listed as Owner at The Kocen Financial Group, Inc. on SEC Form ADV.

How much of The Kocen Financial Group, Inc. does The Kocen Living Trust, U/A Dated December 18, 2018 own?

Form ADV reports a beneficial ownership band of Over 75%.

The Kocen Financial Group, Inc.

TitleOwner
OwnershipOver 75%
Control personYes
Since2018