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Advisor at ALLWORTH FINANCIAL, L.P.
FOLSOM, CA | DURHAM, 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 |
|---|---|---|---|---|---|---|
| ALLWORTH FINANCIAL, L.P. | Bd affiliated wealth | Feb 26, 2025 | n/a | yes | DURHAM, NC|FOLSOM, CA | Current employment |
| COOK WEALTH, LLC | Former SEC adviser | Jan 7, 2019 | Oct 28, 2022 | no | RALEIGH, NC | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Jan 9, 2018 | Jan 28, 2019 | no | RALEIGH, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COOK WEALTH, LLC | ALLWORTH FINANCIAL, L.P. | Oct 28, 2022 | Feb 26, 2025 | 852 | Firm change after gap | RIA to ibd |
| PARK AVENUE SECURITIES LLC | COOK WEALTH, LLC | Jan 28, 2019 | Jan 7, 2019 | -21 | Firm change | Ibd to RIA |