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Grady Cool

Cool Wealth Management

Tempe, AZ

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Current Employers
Cool Wealth Management

398 S Mill Ave Unit 205, Tempe, AZ 85281 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-01-02
  • AZ RA
    APPROVED
    Since 2025-01-02

Branch Locations

398 S Mill Ave Unit 205, Tempe, AZ 85281 • 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
OrganizationCityStateFromTo
Costa Vida Tempe AZ 09/2017 01/2018
Rove Pest Control Boston MA 05/2018 07/2018
Arizona State University Tempe AZ 01/2019 03/2020
Gradient Analytics Phoenix AZ 05/2020 07/2020
Domino's Tempe AZ 01/2020 01/2020
Mountain Pointe Highschool Phoenix AZ 09/2014 06/2017
Arizona State University Tempe AZ 08/2017 05/2021
Taco Bell Tempe AZ 01/2018 06/2018
Arizona State University Tempe AZ 01/2019 05/2021
Morgan Stanley Gilbert AZ 02/2022 03/2023
Osaic Phoenix AZ 07/2023 12/2024
Cool Wealth Management Llc Phoenix AZ 08/2024 Present
The Vanguard Group, Inc. Scottsdale AK 06/2021 02/2022
Self Employed Tempe AZ 09/2020 06/2023
  • 09/2017 → 01/2018
    Costa Vida
    Tempe, AZ
  • 05/2018 → 07/2018
    Rove Pest Control
    Boston, MA
  • 01/2019 → 03/2020
    Arizona State University
    Tempe, AZ
  • 05/2020 → 07/2020
    Gradient Analytics
    Phoenix, AZ
  • 01/2020 → 01/2020
    Domino's
    Tempe, AZ
  • 09/2014 → 06/2017
    Mountain Pointe Highschool
    Phoenix, AZ
  • 08/2017 → 05/2021
    Arizona State University
    Tempe, AZ
  • 01/2018 → 06/2018
    Taco Bell
    Tempe, AZ
  • 01/2019 → 05/2021
    Arizona State University
    Tempe, AZ
  • 02/2022 → 03/2023
    Gilbert, AZ
  • 07/2023 → 12/2024
    Osaic
    Phoenix, AZ
  • 08/2024 → Present
    Cool Wealth Management Llc
    Phoenix, AZ
  • 06/2021 → 02/2022
    The Vanguard Group, Inc.
    Scottsdale, AK
  • 09/2020 → 06/2023
    Self Employed
    Tempe, AZ
Previous Registrations
Other Businesses

1) Grady Kay Cool is owner and an independent licensed insurance agent with Cool Wealth Management Insurance LLC. 2) Tax Filing; Is the business investment related: No; Location of the business: 398 S Mill Ave Unit 205 Tempe AZ 85281 USA; Position Title: CEO; Responsibilities Duties: Tax filing for my wealth management clients as a free additional service.; Start date with business: 2026-03-02; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: No;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-21
S63 Uniform Securities Agent State Law Examination 2021-09-20
  • S66 Uniform Combined State Law Examination
    2022-03-21
  • S63 Uniform Securities Agent State Law Examination
    2021-09-20
Designations
Other Names
  • Grady Cool
  • Grady Kay Cool

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