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2050 Livernois Rd Suite B, Troy, MI 48083 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-11-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Troy | MI | 09/2009 | Present |
| Cook & Associates | Troy | MI | 08/2010 | Present |
1) 12/15/2009 - NON-VARIABLE INSURANCE - I WRITE AND SERVICE LIFE INSURANCE, HEALTH INSURANCE, AND FIXED ANNUITIES OUTSIDE OF LPL. 2) 12/15/2009 - DBA ONLY - COOK AND ASSOCIATES. 3) 08/26/2010 - RIA - HYBRID - COOK AND ASSOCIATESI PROVIDE FINANCIAL PLANS AND FIXED FEES 4) 3/31/2017 - Insurance Designers Great Lakes, Inc. - Investment Related - At Reported Business Location(s) - Insurance Agency - Owner - Started 06/01/2015 - 5 Hours Per Month/2 Hours During Securities Trading - Non-Variable Life insurance. 5) 08/09/2022- Kelley-O'Brien Properties- Investment Related- At Reported Business Location(s)-Real Estate Rental- Start Date- 08/15/2022- 1 Hours Per Month/ 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-01-07 |
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