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RIA / WealthAdvisorCertified Financial Planner18 years in industry

KEVIN JOSEPH COOKE

Advisor at ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA

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Search this name across graphsid dfx:ria:376fadc2-8dad-ce38-a545-51e0c2878dbd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 1, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ROFFMAN MILLER ASSOCIATES INC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 19, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Sep 19, 2008
First registration: May 1, 2009
Dual registered: no
IAPD individual key: 2479603

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROFFMAN MILLER ASSOCIATES INC	Independent wealth	Mar 13, 2014	n/a	yes	PHILADELPHIA, PA	Current employment
COOKE FINANCIAL PLANNING	n/a	Apr 5, 2013	Feb 6, 2014	no	FORT WASHINGTON, PA	Previous registration
VERITAT ADVISORS	n/a	Jul 3, 2012	Nov 30, 2012	no	BOSTON, MA	Previous registration
COOKE FINANCIAL PLANNING	n/a	May 1, 2009	Jun 20, 2012	no	FORT WASHINGTON, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COOKE FINANCIAL PLANNING	ROFFMAN MILLER ASSOCIATES INC	Feb 6, 2014	Mar 13, 2014	35	Firm change	Other
VERITAT ADVISORS	COOKE FINANCIAL PLANNING	Nov 30, 2012	Apr 5, 2013	126	Firm change	Other
COOKE FINANCIAL PLANNING	VERITAT ADVISORS	Jun 20, 2012	Jul 3, 2012	13	Firm change	Other

Relationships

Registered with (3)

→ ROFFMAN MILLER ASSOCIATES INCRegistered adviserregistration: current employment
Mar 13, 2014 to presentfactForm ADV
→ COOKE FINANCIAL PLANNINGRegistered adviserregistration: previous registration
Apr 5, 2013 to Feb 6, 2014factForm ADV
→ VERITAT ADVISORSRegistered adviserregistration: previous registration
Jul 3, 2012 to Nov 30, 2012factForm ADV

Dated events

No dated event names this entity yet.