Laurence D. Poplack

COOPER POINT ADVISORS LLC

OLYMPIA, WA

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CRD#: 2694160

Professional summary

Laurence David Poplack, who also goes by Larry Poplack, is a registered financial advisor currently at COOPER POINT ADVISORS LLC located in Olympia, Washington.

Laurence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Laurence has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Larry Poplack

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) - RIA

Click below to view Laurence David Poplack's CRS (Customer Relationship Summary).

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

Current

November 3, 2004 - Present

COOPER POINT ADVISORS LLC

RIA

CRD#: 132928

OLYMPIA, WA

Past

May 5, 2003 - April 25, 2005

ASSOCIATED SECURITIES CORP.

RIA

CRD#: 12969

OLYMPIA, WA

Past

April 10, 2003 - April 25, 2005

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

RIA

CRD#: 104790

OLYMPIA, WA

Past

April 7, 2003 - April 25, 2005

ASSOCIATED SECURITIES CORP.

CRD#: 12969

BOSTON, MA

Past

April 18, 2002 - April 14, 2003

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

VISALIA, CA

Past

March 9, 2002 - April 14, 2003

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

June 16, 2000 - March 9, 2002

SUTRO & CO. INCORPORATED

CRD#: 801

SAN FRANCISCO, CA

Past

October 22, 1999 - June 19, 2000

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

April 18, 1996 - November 18, 1999

CANTERBURY CONSULTING INCORPORATED

CRD#: 22875

NEWPORT BEACH, CA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(11/3/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/29/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/7/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/12/1996

General Securities Representative Examination

Current Firm

COOPER POINT ADVISORS LLC

COOPER POINT ADVISORS LLC | POPLACK, LAURENCE DAVID | POPLACK, LAURENCE D. | N/A | GREENBRIDGE ADVISORS LLC

CRD#: 132928 / SEC#:

California

Registered Investment Advisory firm - (8/8/2025 Terminated)

Washington

Registered Investment Advisory firm - (11/1/2004 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Olympia, WA

Mailing Address

Phone number

(360) 951-6888

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 24,566,593

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.

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Firm Stability Insights

Laurence D. Poplack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laurence David Poplack's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSOCIATED SECURITIES CORP.

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

ASSOCIATED SECURITIES CORP.

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

SUTRO & CO. INCORPORATED

A. G. EDWARDS & SONS, INC.

CANTERBURY CONSULTING INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 2/29/1996

Series 63

Date: 2/7/1996

Series 7

Date: 1/12/1996

Current Firm

COOPER POINT ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COOPER POINT ADVISORS LLC

TRUST BUT VERIFY

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