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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-01 |
Branch Locations
4101 Lake Boone Trail #200, Raleigh, NC 27607 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cook Wealth Management Group, Llc | Raliegh | NC | 07/2022 | 03/2025 |
| Triangle Family Dentistry | Wake Forest | NC | 09/2021 | 07/2022 |
| The Capital Grille | Raleigh | NC | 06/2016 | 07/2021 |
| Cerity Partners Llc | New York | NY | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-06 |
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