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Willliam Lee Cook

Arlington Partners LLC

Franklin, TN

CRD 7478211

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Employer firm

Arlington Partners LLC CRD 109335

$2.31B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

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

Current Employers
Arlington Partners Llc

The John Hand Building 2000 Morris Avenue, Suite 1300, Birmingham, AL 35203 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-11-26
  • TN RA
    APPROVED
    Since 2024-11-26

Branch Locations

515 Church Street, Franklin, TN 37065 • 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
Employment History
OrganizationCityStateFromTo
Arlington Partners, Llc Birmingham AL 10/2020 06/2024
Ernst And Young Charlotte NC 08/2019 10/2020
Oakworth Capital Bank Charlotte NC 06/2017 08/2017
Ernst And Young Charlotte NC 06/2018 08/2018
Vanderbilt University Nashville TN 08/2015 05/2019
Arlington Partners, Llc Franklin TN 06/2024 Present
  • 10/2020 → 06/2024
    Arlington Partners, Llc
    Birmingham, AL
  • 08/2019 → 10/2020
    Ernst And Young
    Charlotte, NC
  • 06/2017 → 08/2017
    Oakworth Capital Bank
    Charlotte, NC
  • 06/2018 → 08/2018
    Ernst And Young
    Charlotte, NC
  • 08/2015 → 05/2019
    Vanderbilt University
    Nashville, TN
  • 06/2024 → Present
    Arlington Partners, Llc
    Franklin, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-22
  • S65 Uniform Investment Adviser Law Examination
    2022-06-22

View on SEC IAPD

Nearby Firms

SAGESPRING WEALTH PARTNERS
D.A. DAVIDSON & CO.
LPL FINANCIAL LLC

Nearby Investors

Jeffrey Thomas Dobyns
BOB CLAY SIRCY
LAURIE L SNIVELY

Nearby Offices

SAGESPRING WEALTH PARTNERS · Franklin, TN
D.A. DAVIDSON & CO. · FRANKLIN, TN
LPL FINANCIAL LLC · FRANKLIN, TN

More in Franklin, TN

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