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Carlene F. Cooke

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CRD#: 41996
CC

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.

Carlene Faye Cooke, who also goes by Carlene Faye Carter, was a registered financial professional .

Carlene is a previously registered financial professional and started their career in finance in 1972. Carlene had worked at 13 firms and has passed the Series 63, F04 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Carlene Faye Carter

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

April 11, 2005 - December 16, 2009

SUMNER HARRINGTON LTD.

BD
CRD#: 45858
MINNETONKA, MN
Past

October 2, 2002 - May 29, 2012

EMERGENT FINANCIAL GROUP, INC.

BD
CRD#: 37891
BLOOMINGTON, MN
Past

January 2, 1997 - December 17, 2002

WATERFORD FINANCIAL, INC.

BD
CRD#: 33828
MINNEAPOLIS, MN
Past

July 2, 1996 - December 17, 1996

EVEREST SECURITIES, INC.

BD
CRD#: 28548
Past

April 2, 1992 - May 31, 1995

HANROW SECURITIES CORP.

BD
CRD#: 8320
MINNEAPOLIS, MN
Past

November 15, 1990 - March 12, 1996

MAVEN SECURITIES, INC.

BD
CRD#: 22250
MINNEAPOLIS, MN
Past

June 23, 1987 - July 23, 2012

CMP EQUITIES, INC.

BD
CRD#: 19686
EDEN PRAIRIE, MN
Past

December 12, 1984 - November 29, 1985

FIRST PREFERRED INVESTMENT CORPORATION

BD
CRD#: 1110
Past

June 29, 1981 - January 6, 1984

BRATTER FINANCIAL CORPORATION

BD
CRD#: 8583
Past

October 4, 1977 - November 19, 1983

FIRST CORPORATE BROKERAGE SERVICES, INC.

BD
CRD#: 7480
Past

March 22, 1977 - August 18, 1977

PIPER SANDLER & CO.

BD
CRD#: 665
Past

December 17, 1975 - March 4, 1977

OPTIONS COMPANY OF MINNEAPOLIS, INCORPORATED

BD
CRD#: 6913
Past

November 22, 1972 - September 30, 1977

PAGEL INC.

BD
CRD#: 6007

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: 1/17/1991
Uniform Securities Agent State Law Examination
Principal/Supervisory Exam
RR
F04
Date: 12/11/1975
Financial Principal Examination
Principal/Supervisory Exam
RR
Series 00
Date: 12/11/1975
General Securities Principal Examination

Current Firm


SH
SUMNER HARRINGTON LTD.
MINNESOTA INVESTMENT SERVICES CORPORATION | SUMNER HARRINGTON, LTD. | SUMNER HARRINGTON LTD.

CRD#: 45858 / SEC#: , 8-51215

BD
Terminated by SEC on 10/04/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
Minnesota since 06/30/1998
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SUMNER HARRINGTON, INCORPORATEDPARENT HOLDING COMPANY
CASEY, WILLIAM EUGENECHIEF COMPLIANCE OFFICER2244596
ELVERUD, KIM EDWARDPRESIDENT2139216

Disclosures


Regulatory Event1

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


SUMNER HARRINGTON LTD.

CRD#: 45858

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