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86 Baker Avenue Extension Suite 310, Concord, MA 01742 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-23 |
| MA | RA | APPROVED | 2020-08-14 |
Branch Locations
155 South Street Suite 202, Wrentham, MA 02093 • United States
86 Baker Avenue Extension Suite 310, Concord, MA 01742 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Plainville | MA | 02/2005 | 08/2020 |
| Bay Colony Advisors | Wrentham | MA | 08/2020 | Present |
| Cook & Associates | Plainville | MA | 02/2005 | 08/2020 |
| Cook Wealth Management | Wrentham | MA | 08/2020 | Present |
1. COOK WEALTH MANAGEMENT - OWNER. 08/2020 TO PRESENT. INVESTMENT RELATED. DBA ENTITY THAT MR. COOK WILL PROVIDE ACCOUNTING AND INSURANCE SERVICES THROUGH. WRENTHAM, MA. 2. RENTAL PROPERTY - OWNER. 09/2008. DUTIES INCLUDE MANAGEMENT OF RENTAL PROPERTY. LESS THAN 10% OF TIME SPENT ON THIS ACTIVITY PER MONTH. NOT INVESTMENT RELATED. 3. INSURANCE AGENT - 06/2003 TO PRESENT. DUTIES INCLUDE PROVIDING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. SPEND MORE THAN 10% OF TIME ON THIS ACTIVITY PER MONTH. INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-03 |
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