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Cochranmickels Retirement Specialists, LLC CRD 327837
$30.3M regulatory AUM 42 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4801 University Square Drive, Suite 26, Huntsville, AL 35816 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-18 |
| AL | RA | APPROVED | 2023-10-30 |
| TX | RA | APPROVED | 2023-09-29 |
Branch Locations
4801 University Square Drive, Suite 26, Huntsville, AL 35816 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cochranmickels Retirement Specialists Llc | Huntsville | AL | 02/2022 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2016 | 09/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2016 | 09/2023 |
| Cochranmickels Retirement Specialists, Llc | Huntsville | AL | 08/2023 | Present |
| Independent Insurance Agent | Huntsville | AL | 07/2012 | Present |
Independent licensed insurance agent; 07/2012; Huntsville, AL; insurance and annuity product sales; 5 hrs./month devoted including during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-16 |
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