Loren Terry Cook

Employer firm

Geneva Partners, LLC CRD 130768

$424M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → Present
  Geneva Partners, Llc
  Lake Geneva, WI

Previous Registrations

• 2016-06-24 → 2017-12-31
  Geneva Partners, Llc
  Lake Geneva, WI
• 2015-01-30 → 2016-07-05
  Stonex Advisors Inc.
  Birmingham, AL
• 2007-08-28 → 2015-01-30
  Wrp Investments, Inc.
  Youngstown, OH
  Kewanee, IL
  Youngstown, OH

Other Businesses

CALVERT TAX & BOOKKEEPING SERVICES 210 N TREMONT STREET KEWANNEE, IL 61443 SOLE PROPRIETORSHIP NATURE OF BUSINESS: CPA FIRM, ACCOUNTING, PAYROLL, AUDITS, TAX PREP TITLE: TAX PREPARER DUTIES: INDIVIDUAL TAX PREPARER PERCENT OF TIME: 20% COMPENSATION: N/A DBA Only: First Financial Investment Advisors

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-10
• S63 Uniform Securities Agent State Law Examination
  2002-01-10