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53 North High Street Suite A1, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| OH | RA | APPROVED | 2015-01-05 |
Branch Locations
53 North High Street Suite A1, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cox Financial Group, Inc. | Dublin | OH | 07/2007 | Present |
| Cox & Cook Wealth Advisors | Dublin | OH | 07/2007 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2015 | Present |
1)COX FINANCIAL GROUP, INC. 53 North High Street, Suite A1, Dublin, Ohio 43017. RIA, INVESTMENT RELATED, 1/1/2015-PRESENT. 160 HRS/MONTH DURING TRADING. DUTIES INCLUDE FINANCIAL PLANNING, INVESTMENT MANAGEMENT, AND CLIENT ADMINISTRATION. 2) COX & COOK WEALTH ADVISORS, 53 North High Street, Suite A1, Dublin, Ohio 43017.. NOT INVESTMENT RELATED, INSURANCE SALES, 1/1/2015-PRESENT. 20 HRS/MONTH, 10 HRS.MONTH DURING TRADING. INDEPENDENT INSURANCE AGENT. 3) PKS FINANCIAL, 80 STATE ST, ALBANY, NY 12207. INVESTMENT RELATED, INDEPENDENT INSURANCE AGENT, 1/2015-PRESENT. 20 HRS/MONTH, 5 HRS/MONTH DURING TRADING. DUTIES INCLUDE SALES OF INSURANCE PRODUCTS AND FIXED ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-16 |
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