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Thomas G. Cooper

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CRD#: 2315771
TC

Professional summary


Thomas Gary Cooper was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Thomas is a previously registered financial advisor and started their career in finance in 1993. Prior to being barred, Thomas had worked at 4 firms, which includes SECOND MILE WEALTH MANAGEMENT INC, OSAIC FA INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, LINCOLN INVESTMENT.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tom Cooper

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

January 20, 2009 - May 26, 2009

SECOND MILE WEALTH MANAGEMENT, INC

RIA
CRD#: 145812
HOUSTON, TX
Past

January 7, 2008 - December 31, 2008

SECOND MILE WEALTH MANAGEMENT, INC

RIA
CRD#: 145812
HOUSTON, TX
Past

June 27, 2001 - December 11, 2007

OSAIC FA, INC.

RIA
CRD#: 3978
HOUSTON, TX
Past

June 27, 2001 - April 18, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

June 27, 2001 - December 11, 2007

OSAIC FA, INC.

BD
CRD#: 3978
HOUSTON, TX
Past

February 4, 1993 - June 29, 2001

LINCOLN INVESTMENT

BD
CRD#: 519
FORT WASHINGTON, PA

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
Series 63
Date: 2/4/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current firm


No current employment

Red Flags


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Company Information


No current employment

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