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Terrance Leo Cook

Parcion Private Wealth LLC

Bellevue, WA

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Current Employers
Parcion Private Wealth Llc

11980 Ne 24Th St Suite 210, Bellevue, WA 98005 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2019-11-06
TX RA APPROVED_RES 2019-10-28
  • WA RA
    APPROVED
    Since 2019-11-06
  • TX RA
    APPROVED_RES
    Since 2019-10-28

Branch Locations

11980 Ne 24Th St Suite 210, Bellevue, WA 98005 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc Bellevue WA 07/2002 10/2019
Parcion Private Wealth Llc Bellevue WA 10/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-07-28
S63 Uniform Securities Agent State Law Examination 1993-07-20
  • S65 Uniform Investment Adviser Law Examination
    1993-07-28
  • S63 Uniform Securities Agent State Law Examination
    1993-07-20
Other Names
  • Terry Cook
  • Terrance L Cook

View on SEC IAPD

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