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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-28 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
4101 Lake Boone Trail #200, Raleigh, NC 27607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-27 |
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