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Gregory H. Cook

HPC FINANCIAL SERVICES
Louisville, KY 40222
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CRD#: 6280551
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Professional summary


Gregory Hunter Moore Cook is a registered financial advisor currently at HPC FINANCIAL SERVICES, LLC located in Louisville, Kentucky.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Gregory has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
(1) NAME: CARE PROFESSIONAL LIABILITY ASSOCIATION, LLC; ADDRESS, 13109 EASTPOINT PARK BLVD. LOUISVILLE, KY 40223; TITLE: PRESIDENT & CEO; RELATIONSHIP: PARTIAL COMMON OWNERSHIP, STARTED NOVEMBER 1, 2013; NATURE OF BUSINESS: ASSOCIATION OF MEDICAL PROFESSIONALS; HOURS DEVOTED: 30/WEEK, 75% IN TRADING HOURS; DUTIES: TO OVERSEE THE ACTIVITIES OF THE BUSINESS AND ITS AFFILIATES. MAINLY IN THE BUSINESS OF UNDERWRITING MEDICAL PROFESSIONALS. (2) NAME: CARE RISK RETENTION GROUP, INC.; ADDRESS: 13109 EASTPOINT PARK BLVD., LOUISVILLE, KY 40223; TITLE: VICE PRESIDENT; START DATE: 06/2019; NATURE OF BUSINESS: INSURANCE COMPANY THAT WRITES MEDICAL MALPRACTICE INSURANCE FOR PHYSICIANS AND THEIR ANCILLARY PROVIDERS THROUGHOUT MOST OF THE UNITED STATES; MR. COOK DEVOTES APPROXIMATELY 10% OF HIS TIME TO THIS OTHER ACTIVITY. (3) FUTURE CARE RISK RETENTION GROUP, INC.; ADDRESS, 13109 EASTPOINT PARK BLVD. LOUISVILLE, KY 40223; TITLE: PRESIDENT; RELATIONSHIP; PROGRAM MANAGER AGREEMENT TO PROVIDE UNDERWRITING AND MARKETING; COMPANY THAT WRITES PROFESSIONAL AND GENERAL LIABILITY THROUGHOUT MOST OF THE UNITED STATES; MR. COOK DEVOTES APPROXIMATELY 5% OF HIS TIME TO THIS OTHER ACTIVITY. (4) HPC REAL ESTATE HOLDINGS, LLC; NOT INVESTMENT-RELATED; 13109 EASTPOINT PARK BLVD., LOUISVILLE, KY 40223; REAL ESTATE PROPERTY - WHOLLY OWNED; OPERATING MANAGER; START DATE: BUILT IN 2020; 1 HOUR PER MONTH DURING SECURITIES TRADING HOURS; DUTIES: PAY BILLS. (5) GRAND PALM MEDICAL SOLUTIONS, LLC; NOT INVESTMENT-RELATED; 28517 RAFFINI LN., BONITA SPRINGS, FL 34135; MEDICAL CONSULTING; 50% OWNER; START: SEPTEMBER 2022; 1 HOUR PER MONTH DURING SECURITIES TRADING HOURS; DUTIES: LIMITED TO OWNERSHIP.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Gregory Hunter Moore Cook'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

April 4, 2014 - Present

HPC FINANCIAL SERVICES, LLC

Office #1: 9300 Shelbyville Road Suite 507, Louisville, KY 40222
RIA
CRD#: 170013
Louisville, KY

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
Florida
(4/7/2014)
IAR
Kentucky
(4/4/2014)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/16/2013
Uniform Investment Adviser Law Examination

Current Firm


HF
HPC FINANCIAL SERVICES, LLC
CARE FINANCIAL SERVICES, LLC | HPC FINANCIAL SERVICES, LLC

CRD#: 170013 / SEC#:

Florida
Registered Investment Advisory firm - (4/7/2014 Approved)
Kentucky
Registered Investment Advisory firm - (4/4/2014 Approved)
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Contact information


Main Address
13109 Eastpoint Park Blvd., Louisville, KY 40223
Mailing Address
Phone number
(502) 895-6404
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

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


HPC FINANCIAL SERVICES, LLC

CRD#: 170013Louisville, KY 40222

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