Renee Danielle Cooley

Current Employers

Employment History

• 07/2009 → 11/2019
  Edward Jones
  St. Louis, MO
• 12/2019 → 11/2023
  Fsc Securities Corporation
  Raleigh, NC
• 11/2023 → Present
  Osaic Wealth, Inc.
  Durham, NC

Previous Registrations

• 2019-12-17 → 2023-11-03
  Fsc Securities Corporation
  Raleigh, NC
  Durham, NC
• 2009-10-05 → 2019-11-25
  Edward Jones
  Timberlake, NC
  St Louis, MO
  Durham, NC
  Durham, NC
• 2004-02-27 → 2006-04-13
  Bb&T Asset Management, Inc.
  Falls Church, VA

Other Businesses

1. NOTARY PUBLIC POSITION: Notary Public NATURE: Notary Public for the state of North Carolina INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2015 ADDRESS: 1301 Fairmont St, Durham NC 27713, United States DESCRIPTION: Notary Public 2. RENEE DANIELLE COOLEY FIXED INSURANCE POSITION: Agent - Insurance producer NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/14/2009 ADDRESS: 3356 Six Forks Road, Raleigh NC 27609, United States DESCRIPTION: Sales and service of fixed insurance and annuities. 3. RDANICO, LLC POSITION: Owner Member NATURE: RDaniCo, LLC dba Lily Wealth Partners is an LLC registered in the state of North Carolina. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 1301 FAIRMONT ST, DURHAM NC 27713, United States DESCRIPTION: As Owner Member of RDANICO LLC dba Lily Wealth Partners, Renee Danielle Cooley is a Registered Representative and licensed insurance agent in the state of North Carolina. All fees and commissions for Renee Danielle Cooley, paid by Osaic Wealth are passed through to RDaniCoLLC as the corporate structure for Renee Danielle Cooley and Lily Wealth Partners. RDaniCo, LLC receives Renee Danielle Cooley's fees and expenses as a corporate tax structure to pay Renee Danielle Cooley salary, income taxes and business expenses. 4. RENEE DANIELLE COOLEY POSITION: Owner NATURE: This is a residential real estate rental property owned by Renee Danielle Cooley. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: 4008 Forrestdale Dr, Durham NC 27712, United States DESCRIPTION: In September of 2023, I placed my prior primary residence for rent via a rental property management company. It is currently unoccupied and is expected to have a tenant on 10/17/2025.

Exams

• S66 Uniform Combined State Law Examination
  2009-10-02
• S65 Uniform Investment Adviser Law Examination
  2003-10-27

Designations

Other Names

• Danielle Cooley
• Renee Danielle Cooley