Charlie Jo Cook

Current Employers

Coriander Financial Group Llc

Ann Arbor, MI • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2024-12-05

MI RA
APPROVED

Since 2024-12-05

Branch Locations

Ann Arbor, MI • 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

Organization	City	State	From	To
Columbia Asset Mgmt Llc	Ann Arbor	MI	12/2013	12/2024
Coriander Financial Group Llc	Ann Arbor	MI	12/2024	Present

12/2013 → 12/2024

Columbia Asset Mgmt Llc

Ann Arbor, MI
12/2024 → Present

Coriander Financial Group Llc

Ann Arbor, MI

Previous Registrations

2014-03-04 → 2024-12-16

Columbia Asset Management, L.L.C.

Ann Arbor, MI

Other Businesses

Charlie Cook CPA LLC This business is NOT investment-related Address of the business: 5951 Rollingwood Drive, Ann Arbor, MI 48103 Nature of the business: Tax preparation for certain individual clients of Coriander Financial Group LLC Title: Owner, tax preparer Start date: February 2025 Hours per month devoted to Charlie Cook CPA LLC: 2 hours Hours devoted to Charlie Cook CPA LLC during securities trading hours: 0 hours Duties: Prepare and file the federal and state tax return for client, prepare tax estimates

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-02-08

S65 Uniform Investment Adviser Law Examination

2014-02-08

Designations

View on SEC IAPD