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Inactive

Jacob Cooper Rudy

Cerity Partners LLC

New York, NY

Raleigh, NC

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-06-28
  • NC RA
    APPROVED
    Since 2025-06-28

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

4101 Lake Boone Trail #200, Raleigh, NC 27607 • 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
Student Hamilton VA 04/2014 08/2017
Liberty University Lynchburg VA 08/2017 05/2021
Liberty University Lynchburg VA 08/2021 05/2023
Cook Wealth, Llc Raleigh NC 07/2023 03/2025
Liberty University Lynchburg VA 08/2020 05/2023
Captrust Raleigh NC 04/2022 08/2022
Octapharma Plasma Lynchburg VA 01/2021 09/2021
Liberty University Lynchburg VA 08/2017 05/2020
Loudoun County Parks And Recreation South Riding VA 05/2018 08/2018
Jersey Mike'S Subs Purcelville VA 10/2016 08/2018
Cerity Partners Llc New York NY 04/2025 Present
  • 04/2014 → 08/2017
    Student
    Hamilton, VA
  • 08/2017 → 05/2021
    Liberty University
    Lynchburg, VA
  • 08/2021 → 05/2023
    Liberty University
    Lynchburg, VA
  • 07/2023 → 03/2025
    Cook Wealth, Llc
    Raleigh, NC
  • 08/2020 → 05/2023
    Liberty University
    Lynchburg, VA
  • 04/2022 → 08/2022
    Captrust
    Raleigh, NC
  • 01/2021 → 09/2021
    Octapharma Plasma
    Lynchburg, VA
  • 08/2017 → 05/2020
    Liberty University
    Lynchburg, VA
  • 05/2018 → 08/2018
    Loudoun County Parks And Recreation
    South Riding, VA
  • 10/2016 → 08/2018
    Jersey Mike'S Subs
    Purcelville, VA
  • 04/2025 → Present
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-27
  • S65 Uniform Investment Adviser Law Examination
    2025-06-27

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