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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-01 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
4101 Lake Boone Trail #200, Raleigh, NC 27607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Blacksburg | VA | 09/2014 | 06/2020 |
| Bluesky Wealth Advisors, Llc | New Bern | NC | 06/2020 | 07/2023 |
| Cook Wealth Management Group Llc | Raleigh | NC | 08/2023 | 03/2025 |
| Cerity Partners Llc | New York | NY | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-30 |
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