DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at HIGHWIND WEALTH MANAGEMENT
RALEIGH, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| HIGHWIND WEALTH MANAGEMENT | State registered | Jun 10, 2025 | n/a | yes | RALEIGH, NC | Current employment |
| COOK WEALTH, LLC | Former SEC adviser | Jan 9, 2019 | Feb 20, 2025 | no | RALEIGH, NC | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2014 | Feb 21, 2018 | no | RALEIGH, NC|CARY, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COOK WEALTH, LLC | HIGHWIND WEALTH MANAGEMENT | Feb 20, 2025 | Jun 10, 2025 | 110 | Firm change | RIA to state RIA |
| STRATEGIC ADVISERS LLC | COOK WEALTH, LLC | Feb 21, 2018 | Jan 9, 2019 | 322 | Firm change | Ibd to RIA |