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Bowie, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Advisors, Llc | Arden Hills | MN | 06/2017 | 09/2018 |
| Cook Financial Services, Llc | Bowie | MD | 06/2010 | Present |
| Cook Wealth Management, Llc | Bowie | MD | 04/2022 | Present |
| Cook Wealth Management, Llc | Bowie | MD | 08/2017 | Present |
| Accurate Tax And Accounting Services | Bowie | MD | 05/2013 | Present |
?Cook Financial Services LLC; investment related: yes; address: Bowie, MD; Nature: Insurance sales and service; Title: Insurance Agent; Start: 06/2010; 45 hours per month; 40 during securities trading; Insurance sales and service. ?Accurate Tax and Accounting Services; investment related: no; address: Bowie, MD; Nature: tax prep; Title: Insurance Agent; Start: 05/2013; 45 hours per month; 40 during securities trading; Insurance sales and service. Tax Preparer;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-11 |
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