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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-11-07 |
Branch Locations
208 S. Marshall Street, Graham, NC 27253 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2009-09-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Graham Fire Department | Graham | NC | 06/2005 | 11/2018 |
| Stokes, Cook & Associates | Graham | NC | 01/2004 | 11/2018 |
| Berthel Fisher & Company Financial Services Inc | Graham | NC | 01/2006 | Present |
| Graham Area Business Association | Graham | NC | 10/2006 | 11/2018 |
| Alco Investment Club | Graham | NC | 01/2009 | 11/2018 |
| Bfc Planning, Inc. | Graham | NC | 11/2018 | Present |
1. Stokes Cook Wealth Management-N-Graham, NC-dba for Securities-Registered Representative-03/2020-40-40-DBA for Securities & Insurance. 2. ALCO INVESTMENT CLUB-Y-BURLINGTON, NC-INVESTMENT CLUB-5/2008-1-0-INVESTMENT CLUB MEETS & MEMBERS PAY DUES INTO A BROKERAGE ACCOUNT TO PURCHASE STOCK. 3. ALAMANCE COUNTY CHAMBER OF COMMERCE-N-BURLINGTON, NC-CHAMBER OF COMMERCE-MEMBER-1/2013-2-0-PROMOTE BUSINESS IN ALAMANCE COUNTY. 4. BINGHAM MASONIC LODGE-N-MEBANE, NC-FRATERNAL ORGANIZATION-MEMBER-7/2013-5-0-RAISE MONEY FOR ORPHANED CHILDREN. 5. BURLINGTON SHRINE CLUB-N-BURLINGTON, NC-CHARITABLE ORGANIZTION-MEMBER-11/2013-3-0-RAISE MONEY FOR CRIPPLED CHILDREN. 6. GRAHAM AREA BUSINESS ASSOCIATION-N-GRAHAM, NC-BUSINESS PROMOTION-MEMBER-10/2006-2-0-PROMOTE BUSINESS IN THE GRAHAM, NC AREA. 7. GRAHAM FIRE DEPARTMENT-N-GRAHAM, NC-VOLUNTEER FIRE DEPARTMENT-VOLUNTEER FIREMAN-07/1996-10-3-RESPONDS TO FIRE AND MEDICAL EMERGENCIES. 8. JASON COOK-N-GRAHAM, NC-RENTAL PROPERTIES-OWNER-1/1999-0-0-OWN & RENT OUT 4 PROPERTIES 9. JAYJAC LLC- N- GRAHAM, NC- REAL ESTATE AND AGRICULTURE INVESTMENTS- OWNER- 03/2024- 0-0- LLC USED FOR REAL ESTATE AND AGRICULTURE INVESTMENTS. 10. COOK AND FOUST PROPERTIES LLC- N- GRAHAM, NC- REAL ESTATE- MEMBER MANAGER- 09/2025- 0- 0- LLC USED TO BUY REAL ESTATE PROPERTY. 11. Cook Family Holdings LLC- N- Graham, NC- Real Estate- Member/Manager- 04/2026- 0-0- LLC established to hold real estate investments. 12. Cook Investment Holdings LLC- N- Graham, NC- Real Estate- Member/Manager- 03/2026- 0-0- LLC established to hold real estate investments.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-02-17 |
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