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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2015-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cook Tax And Retirement Services | Plainville | MA | 05/2011 | Present |
| Retirement Wealth Advisors | Plainville | MA | 04/2015 | Present |
| Retirement Insurance Partners | Plainville | MA | 03/2019 | Present |
1) 05/2011 - PRESENT, investment related, COOK TAX & RETIREMENT SERVICES; 9 WILKINS DR. PLAINVILLE, MA 02762, INSURANCE SALES, INSURANCE AGENT- INDEPENDENTLY SELL INSURANCE, ANNUITIES, AND LIFE INSURANCE, HOURS DEDICATED: 160/MONTH (160/MONTH DURING TRADING HOURS) 2) Retirement Insurance Partners; investment related, 9 WILKINS DR. PLAINVILLE, MA 02762, insurance sales, owner, started Feb 2019, 10 hrs/ month zero hours during trading hours; sell medicare supplements of medicare advantage plans. 3) RETIREMENT MONEY SCHOOL; INVESTMENT RELATED; 9 WILKINS DR, PLAINVILLE, MA 02762; TEACHING; EDUCATOR/PARTIAL OWNER; STARTED 03/2020; 20 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; EDUCATOR FOR FINANCIAL EDUCATION CLASSES. 4) KKOS Lawyers - Affiliate program; No; 330 North Main St, Spanish Fork, Utah 84660; Independent Affiliate; 9/3/25; 1 hour a week (incidental, referral-based only); serve as an affiliate partner, referring clients who require advanced tax, legal and entity structuring services. Role is limited to education, awareness, and referral .
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-02 |
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