Cory J. Dawkins
Professional summary
Cory John Dawkins, who also goes by Cory Dawkins, is a registered financial advisor currently at ELITE WEALTH PARTNERS, LLC located in Johnston, Iowa.
Cory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Cory has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cory John Dawkins's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 30, 2017 - Present
ELITE WEALTH PARTNERS, LLC
May 2, 2014 - August 29, 2017
OSAIC FS, INC.
May 2, 2014 - August 29, 2017
OSAIC FS, INC.
November 30, 2011 - May 9, 2014
WADDELL & REED
November 2, 2011 - May 9, 2014
WADDELL & REED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/6/2017)
Exams
Current Firm
ELITE WEALTH PARTNERS, LLC
CRD#: 289355 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 76 |
| AUM (Assets Under Management) | $ 9,633,587 |
Red Flags
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