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Cook Financial Designs, Inc. CRD 115241
$172M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1060 Laskin Road Suite 25B, Virginia Beach, VA 23451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-11-13 |
| NC | RA | APPROVED | 2017-09-11 |
| TX | RA | APPROVED_RES | 2012-10-17 |
| VA | RA | APPROVED | 2001-09-05 |
Branch Locations
1060 Laskin Road Suite 25B, Virginia Beach, VA 23451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cook Financial Designs, Inc. | Virginia Beach | VA | 06/2001 | Present |
1)DANIEL S COOK, P.L.L.C.; NOT INVESTMENT RELATED; 1060 LASKIN ROAD SUITE 25B, VIRGINIA BEACH, VA 23451; CPA; OWNER; 1989-PRESENT; 15 HOURS PER MONTH;CORPORATE, PARTNERSHIP & INDIVIDUAL TAX PREPARATION. PREPARING TAX RETURNS, TAX PROJECTIONS, MEETING WITH CLIENTS. 2)COOK FINANCIAL DESIGNS, INC; NOT INVESTMENT RELATED; 1060 LASKIN ROAD SUITE 25B, VIRGINIA BEACH, VA 23451; INSURANCE PRODUCTS; PRESIDENT; 12/31/2002 TO PRESENT; 2 HOURS PER MONTH; SALE OF LIFE, DISABILITY, LTC, FIXED ANNUITIES AND INDEX ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-13 |
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