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Gregory Howard Cooley

Ignite Planners LLC

San Clemente, CA

Corinth, MS

CRD 2876905

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Employer firm

Ignite Planners LLC CRD 289797

$1.14B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Ignite Planners Llc

109 E. Escalones, San Clemente, CA 92672 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2023-01-25
CA RA APPROVED 2018-01-11
  • MS RA
    APPROVED
    Since 2023-01-25
  • CA RA
    APPROVED
    Since 2018-01-11

Branch Locations

109 E. Escalones, San Clemente, CA 92672 • United States

409 Cruise Street, Corinth, MS 38834 • 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
OrganizationCityStateFromTo
Cetera Advisor Networks Llc El Segundo CA 11/2017 08/2018
Ignite Planners, Inc Corinth MO 11/2017 Present
Cooley And Labas Financial Advisors El Segundo CA 01/2006 11/2017
Stonex Securities Inc Corinth MS 08/2018 09/2024
  • 11/2017 → 08/2018
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 11/2017 → Present
    Ignite Planners, Inc
    Corinth, MO
  • 01/2006 → 11/2017
    Cooley And Labas Financial Advisors
    El Segundo, CA
  • 08/2018 → 09/2024
    Stonex Securities Inc
    Corinth, MS
Previous Registrations
  • 2017-11-01 → 2018-08-29
    Cetera Wealth Services, Llc
    Corinth, MS
  • 2006-01-12 → 2017-11-01
    Girard Securities, Inc.
    Corinth, MS
    Corinth, MS
    Columbus, MS
    San Diego, CA
Other Businesses

1)Cruise Street Management 409 Cruise Street Start Date: 12/31/1999 Title: Managing Member NON-Investment Related Nature: Real Estate Management Duties: Managing Apartments, Farm, and Timberland Approximately 10 hours per month spent on OBA Approximately 5 hours per month spend on OBA during Market Hours Compensation: yearly rent distribution and timber sales 2)First United Methodist Church of Corinth 901 N. Fillmore Street, Corinth, MS 38834 Serving the Church in Ministry and Administration Non-investment related Chairperson of Admin Board-FUMC Aiding in determining church policy and administration 01/01/2016 5 hours spent per month; .5 hours spent during market hours 3)Cooley and Labas Financial Advisors, PLLC This entity is DBA for Registered Reps Gregory Cooley and Andrew Labas Investment related Co-Owner Provide financial advice to current and prospective clients 12/28/2016 150 hours spent per month; 8 hours spent during market hours 4) Corinth Rotary Club - P O Box 246 Corinth, MS 38835 Nature of Business: volunteerism Investment Related: No Business Position: member of Corinth Rotary Club for over 20 years, not an officer, have no control of funds Business Duties: work for the community Business Start Date: 06/01/1996 Approximately five hours spent on this OBA monthly, with four during market hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-05-17
  • S63 Uniform Securities Agent State Law Examination
    1997-05-17
Designations
  • Certified Financial Planner
Other Names
  • Greg Cooley

View on SEC IAPD

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