Mindy A. Cook
Professional summary
Mindy Ann Cook, who also goes by Mindy Ann Jones, is a registered financial advisor currently at ELEVATION WEALTH PARTNERS, LLC located in Edmond, Oklahoma.
Mindy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Mindy has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mindy Ann Cook's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 16, 2023 - Present
ELEVATION WEALTH PARTNERS, LLC
April 13, 2021 - February 23, 2023
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
April 17, 2018 - February 23, 2023
CAMBRIDGE INVESTMENT RESEARCH, INC.
June 21, 2017 - May 1, 2018
AMERITAS INVESTMENT COMPANY, LLC
January 9, 2013 - June 21, 2017
CCF INVESTMENTS, INC.
June 23, 2004 - December 18, 2012
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/16/2023)
(2/16/2023)
Exams
Current Firm
ELEVATION WEALTH PARTNERS, LLC
CRD#: 324083 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 466 |
| AUM (Assets Under Management) | $ 43,566,855 |
Red Flags
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