Daniel Stephen Cook

Current Employers

Cook Financial Designs, Inc.

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

LA RA
APPROVED

Since 2019-11-13
NC RA
APPROVED

Since 2017-09-11
TX RA
APPROVED_RES

Since 2012-10-17
VA RA
APPROVED

Since 2001-09-05

Branch Locations

1060 Laskin Road Suite 25B, Virginia Beach, VA 23451 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cook Financial Designs, Inc.	Virginia Beach	VA	06/2001	Present

06/2001 → Present

Cook Financial Designs, Inc.

Virginia Beach, VA

Previous Registrations

2002-05-07 → 2002-12-02

Morgan Roberts Advisory Inc.

Virginia Beach, VA

Other Businesses

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.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-08-13

S66 Uniform Combined State Law Examination

2001-08-13

Designations

View on SEC IAPD

Current Employers

Cook Financial Designs, Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews