Michael Brendon Cook

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2003 → Present
  Bi Investments, Llc
  Glen Allen, VA
• 06/2008 → Present
  Infinex Investments, Inc.
  Glen Allen, VA

Previous Registrations

• 2003-09-26 → 2008-06-01
  Bi Investments, Llc
  Glen Allen, VA
  Glen Allen, VA

Other Businesses

1) FINRA, INVESTMENT RELATED, 1 LIBERTY PLAZA, NEW YORK, NY 10006, SELF REGULATORY ORGANIZATION, ARBITRATOR (NON-PUBLIC) STARTED FEBRUARY 2011, SPENDING 0-4 HOURS PER MONTH, ALL DURING MARKET HOURS. FINRA ARBITRATORS MAINTAIN A FAIR, IMPARTIAL AND EFFICIENT SYSTEM OF ARBITRATION FOR FINRA MEMBERS. 2.) Powhatan County Fire and Rescue. Not investment related. Firefighter/Treasurer. Starting Feb 2020. Approx 25 hours per month not during trading hours. Volunteer Fire department.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-09-25
• S63 Uniform Securities Agent State Law Examination
  2000-05-31

Other Names

• Michael Brandon Cook