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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
4101 Lake Boone Trail #200, Raleigh, NC 27607 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cook Wealth Management Group Llc | Raleigh | NC | 01/2019 | 03/2025 |
| Elliott Davis, Pllc | Raleigh | NC | 10/2018 | 01/2019 |
| Association Of International Certified Professional Accountants | Durham | NC | 01/2017 | 10/2018 |
| Butler And Company Cpa'S Pc | Albuquerque | NM | 01/2008 | 02/2017 |
| Cerity Partners Llc | New York | NY | 03/2025 | Present |
1.) RONALD MCDONALD HOUSE; NON INVESTMENT RELATED; 101 OLD MASON FARM RS, CHAPEL HILL, NC; HOUSING FOR FAMILIES; BOARD; TREASURER; 11/1/2024; O HOURS/MONTH DURING BUSINESS / 2 HOURS / MONTH OUTSIDE BUSINESS HOURS; WORK WITH CFO TO VERIFY FINANCIALS 2.) NC BAR ASSOCIATION - SMALL FIRM AND TECH COUNCIL; CARRY, NC; TYPE OF ENTITY: INDUSTRY GROUP; INVESTMENT RELATED: NO; NATURE OF ENTITY: LEADERSHIP COUNCIL; COUNCIL MEMBER; NUMBER OF HOURS A MONTH DEVOTED: 1 HRS/MO; DUTIES: ATTEND MEETINGS; OWNERSHIP: NO 3.) TRINITY SCHOOL OF DURHAM & CHAPEL HILL; 4011 PICKETT ROAD, DURHAM, NC, 27705; TYPE OF ENTITY: PRIVATE SCHOOL; NON-INVESTMENT RELATED; TITLE: BOARD MEMBER/TREASURER; NUMBER OF HOURS DEVOTED: 5-7 HRS/MO; DUTIES: ADVISORY, LEAD FINANCE COMMITTEE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-21 |
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