Charles Sherwood Cooper

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Independence, MO
• 11/2016 → 08/2019
  Wells Fargo Clearing Services, Llc
  Independence, MO
• 08/2019 → Present
  Strongbox Wealth, Llc
  Lee's Summit, MO
• 08/2019 → 07/2022
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY

Previous Registrations

• 2010-02-09 → 2019-08-27
  Wells Fargo Clearing Services, Llc
  Lees Summit, MO

Other Businesses

1) Strongbox Wealth. Investment Related. 3470 NE Ralph Powell Road, Suite A, Lee's Summit, MO 64064. RIA. Managing Partner. Start 8/2019. 160hrs/mo, 130hrs during trading hours. Financial Advisor, client service, management of employees. 2)Greater Kansas City Community Foundation. Investment Related. 1055 Broadway Blvd., #130, Kansas City, MO 64105. Charitable Giving/Donor - Advised Funds. Advisory Committee member. Start 3/2009. Less than 1hr/mo, none during trading hours. Best practices outreach for the foundation to professional advisors community. 3) KC Velocity. Non-investment related. 210 SW Market Street, STE 132, Lee's Summit, MO 64063. Resource & support for entrepreneurs. Director. Start 10/2014. 4hrs/mo, all during trading hours. Speaking engagements, meetings, board meetings. 4) PKSF - Fixed Insurance. Investment related. 80 State St, Albany, NY 12207. Insurance, Insurance Agent. Start 8/2019. 4hrs/mo, all during trading hours. Advising clients on fixed insurance products when applicable. 5) Fourth National Associates (Investment Club). Investment Related. 2700 Verona, Mission Hills, KS 66208. Investment club, Partner. Start 9/2020. 2hrs/mo, none during trading hours. Investment club member. 6) StrongBox Partners, LLC. Not investment related. Lee's Summit, MO. Holding company. owner. 08/2019. 0 hrs per month.

Exams

• S66 Uniform Combined State Law Examination
  2010-02-08
• S63 Uniform Securities Agent State Law Examination
  1993-08-20

Designations

Other Names

• Chuck Cooper
• Charles Sherwood Iii Cooper