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Clayton L. Cooke

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CRD#: 2217346
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Clayton Lee Cooke was a registered financial professional .

Clayton is a previously registered financial professional and started their career in finance in 1992. Clayton had worked at 10 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 19, 2005 - May 14, 2015

PALANTIR CAPITAL MANAGEMENT, LTD.

RIA
CRD#: 131625
LEANDER, TX
Past

October 5, 2004 - December 31, 2004

IMS SECURITIES, INC.

RIA
CRD#: 35567
HOUSTON, TX
Past

October 5, 2004 - September 2, 2005

WESTPARK WEALTH ADVISORS, INC.

RIA
CRD#: 130914
HOUSTON, TX
Past

September 22, 2004 - September 2, 2005

IMS SECURITIES, INC.

BD
CRD#: 35567
HOUSTON, TX
Past

April 4, 2003 - September 14, 2004

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

August 1, 2002 - July 24, 2003

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

February 2, 2001 - June 28, 2002

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

January 15, 2000 - June 28, 2002

OSAIC FA, INC.

RIA
CRD#: 3978
HOUSTON, TX
Past

January 14, 2000 - June 28, 2002

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

December 23, 1996 - December 31, 1997

IMS SECURITIES, INC.

BD
CRD#: 35567
HOUSTON, TX
Past

December 1, 1994 - December 31, 1996

ARAGON FINANCIAL SERVICES, INC.

BD
CRD#: 16023
IRVINE, CA
Past

January 31, 1994 - February 2, 2001

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

July 27, 1992 - September 16, 1993

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/14/2003
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PC
PALANTIR CAPITAL MANAGEMENT, LTD.
PALANTIR CAPITAL MANAGEMENT, LTC. | PALANTIR CAPITAL MANAGEMENT, LTD.

CRD#: 131625 / SEC#: 801-63362

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Contact information


Main Address
3200 Southwest Freeway Suite 3020, Houston, TX 77027
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (4/13/2015)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PALANTIR CAPITAL MANAGEMENT, LTD.

CRD#: 131625

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