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3850 E. Baseline Road Suite 119, Mesa, AZ 85206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-04-18 |
| AZ | RA | APPROVED | 2017-08-30 |
Branch Locations
3850 E. Baseline Road Suite 119, Mesa, AZ 85206 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cooper Financial Group, Llc | Mesa | AZ | 09/2004 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 12/2014 | 08/2017 |
| Cooper Financial Investments, Llc | Mesa | AZ | 08/2017 | Present |
| Cooper Holdco 1, Inc. | Mesa | AZ | 10/2025 | Present |
| Cooper Holdco 2, Inc. | Mesa | AZ | 10/2025 | Present |
| Cooper Intermediate, Llc | Mesa | AZ | 10/2025 | Present |
| Meraki Intermediate Holdings, Llc | Scottsdale | AZ | 10/2025 | Present |
1)COPPER CANYON LAW; YES; MESA, AZ; ESTATE PLANNER; 04/2023; 25/MO; 20/MO; ASSIST ESTATE PLANNING FIRM. ASSIST WITH TRUST & WILLS 2)COOPER FINANCIAL GROUP, LLC. START DATE: 09/2004 INVESTMENT RELATED. LIFE INSURANCE AGENT. 4824 E. BASELINE ROAD, SUITE 135, MESA, AZ, USA, 85206. DUTIES INCLUDE: EDUCATION, LIFE INSURANCE SALES, MARKETING, AND FIXED ANNUITY SALES. HOURS: 30 HOURS A WEEK 3) Cooper Holdco 1, Inc. , Cooper Holdco 2, Inc., Cooper Intermediate, LLC and Meraki Intermediate Holdings, LLC are all holding companies. No services are provided and no time is spent in these businesses. All started 10/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-29 |
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