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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-22 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
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 |
|---|---|---|---|---|
| Cook, Pierce Financial Management, Inc | Decatur | GA | 03/1989 | Present |
| Foundations Investment Advisors, Llc | Decatur | GA | 05/2026 | Present |
| Impact Partnership Wealth, Llc | Marietta | GA | 10/2022 | 05/2026 |
| Cook Pierce/Dental Impact | Decatur | GA | 07/2023 | Present |
| United Financial Freedom | Decatur | GA | 06/2023 | 05/2026 |
| Cook Pierce Wealth Management | Decatur | GA | 05/2026 | Present |
1) COOK, PIERCE FINANCIAL MANAGEMENT, INC; INVESTMENT-RELATED; 3737 CHERRY RIDGE BOULEVARD, DECATUR, GA 30034; FINANCIAL CONSULTING/INSURANCE SALES;POSITION: OWNER; START DATE:ESTABLISHED IN 1989 AS COOK, PIERCE & CO.; DATE OF FORMATION AS COOK PIERCE FINANCIAL MANAGEMENT, INC: 10/2003; 80 HRS/MONTH DEVOTED TO TO OTHER BUSINESS; 60 HRS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS. ASSIST CLIENTS WITH INSURANCE/FINANCIAL SERVICES WHETHER IT IS FINANCIAL CONSULTING OR SELLING INSURANCE. 2) COOK PIERCE/DENTAL IMPACT; NOT INVESTMENT RELATED; DECATUR, GA; BUSINESS CONSULTING SERVICES; ADVISOR; 7/25/2023; 30HRS/MO DEVOTED; 10HRS/MO DEVOTED DURING SECURITY TRADING HOURS; MARKETING AND SALES TO DENTAL PRACTICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-11 |
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