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David Edwin Cooley

Covered Bridge Financial LLC

Califon, NJ

CRD 3214745

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Employer firm

Covered Bridge Financial LLC CRD 151827

$40.3M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Covered Bridge Financial Llc

Califon, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-04-14
NJ RA APPROVED 2009-11-09
  • PA RA
    APPROVED
    Since 2025-04-14
  • NJ RA
    APPROVED
    Since 2009-11-09

Branch Locations

Califon, NJ • 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
Covered Bridge Financial Llc Pottersville NJ 09/2009 Present
Independent Insurance Agent Califon NJ 05/2010 01/2022
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-11-15
  • S63 Uniform Securities Agent State Law Examination
    1999-11-15
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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