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Mark Mannix

Cooperative Funeral Fund Inc

Madison, CT

CRD 2593931

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Employer firm

Cooperative Funeral Fund Inc CRD 107631

$728M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • FUNERAL AND CEMETERY TRUST MANAGEMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Cooperative Funeral Fund Inc

74 Boston Post Road, Madison, CT 06443 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 1994-04-14
CT RA APPROVED 1990-05-21
  • MA RA
    APPROVED
    Since 1994-04-14
  • CT RA
    APPROVED
    Since 1990-05-21

Branch Locations

74 Boston Post Rd, Madison, CT 06443 • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-02-22
  • S65 Uniform Investment Adviser Law Examination
    1995-02-22

View on SEC IAPD

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Nearby Offices

PRINCIPLE WEALTH · MADISON, CT
STIFEL, NICOLAUS & COMPANY, INCORPORATED · MADISON, CT
LPL FINANCIAL LLC · MADISON, CT

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