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9040 Town Center Parkway, Bradenton, FL 34202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-01-12 |
Branch Locations
1998 Hendersonville Rd Unit 25, Asheville, NC 28803 • United States
9040 Town Center Parkway, Bradenton, FL 34202 • United States
5955 Deerfield Blvd., Mason, OH 45040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED_RES | 2017-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alphamark Wealth Fka Sentry Wealth, Inc. | Asheville | NC | 04/2014 | Present |
| Cooper Law Firm, P.C. Dba Sentry Law, Wealth And Tax | Asheville | NC | 01/2010 | Present |
| Matson Money, Inc. | Mason | OH | 01/2017 | Present |
| Lifestyle Freedom Advisory Group, Llc | Bradenton | FL | 12/2020 | Present |
| Lifestyle Freedom Safe Harbor, Llc | Bradenton | FL | 12/2020 | Present |
1) MR. JEFFREY COOPER IS AN ATTORNEY AND OWNER OF COOPER LAW FIRM, P.C. DBA SENTRY LAW, WEALTH AND TAX; ASHEVILLE, NC; MR. COOPER IS ALSO A CPA; APPROXIMATELY 80% OF HIS TIME IS SPENT IN THESE ACTIVITIES.2) LIFESTYLE FREEDOM SAFE HARBOR, LLC; INVESTMENT RELATED; BRADENTON, FL; INSURANCE AGENT; START 12/2020; 5% OF TIME SPENT IN THIS PRACTICE. 3) MATSON MONEY; INV REL SCOTTSDALE, AZ; SOLICITOR; 5% OF TIME SPENT IN THIS PRACTICE.4) ALPHAMARK WEALTH FKA SENTRY WEALTH; ASHEVILLE, NC; IAR; 5% OF TIME SPENT IN THIS PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-24 |
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