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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-07-14 |
Branch Locations
944 Washington St., Suite1A, South Easton, MA 02375 • United States
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jason A. Cooper Cpa, Llc | Framingham | MA | 01/2009 | Present |
| C2P Capital Advisory Group Llc D.b.a. Prosperity Capital Advisor | Westlake | OH | 06/2023 | Present |
| Retirement Income Strategies, Llc Dba Dellelo Wealth Management | South Easton | MA | 06/2023 | Present |
1) JASON A. COOPER CPA POSITION: Owner NATURE: ACCOUNTING INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 35 START DATE: 01/01/2009 ADDRESS: 20 Speen Street, Suite 103, Framingham MA 01701 DESCRIPTION: Owner of CPA firm 2) JASON COOPER POSITION: Agent NATURE: Insurance -Fixed Annuities and Life/Health INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/12/2009 ADDRESS: 20 Speen Street, Suite 103, Framingham MA 01701, United States DESCRIPTION: Sales and service of insurance products 3) HOLLISTON YOUTH BASKETBALL ASSOCIATION, INC. POSITION: President and Director NATURE: Charity/Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2020 ADDRESS: 121 Mohawk Path, Holliston MA 01746, United States DESCRIPTION: I will be acting in the role as President and Director assisting Holliston Youth Basketball in ongoing activities. 4) HOLLISTON YOUTH BASEBALL AND SOFTBAL ASSOCIATION POSITION: Vice President and Director NATURE: Charity/Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/10/2021 ADDRESS: 121 Mohawk Path, Holliston MA 01746, United States DESCRIPTION: Provide volunteer support as Vice President and Director for activities such as coaching and coordinating for youth baseball and softball.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-13 |
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