Julie A. Cook
Professional summary
Julie A Cook, who also goes by Julie Ann Cook, Julie Ann Sime, is a registered financial professional currently at CBRE CAPITAL ADVISORS, INC. located in Dallas, Texas.
Julie is registered as a RR (Registered Representative) and started their career in finance in 2020. Julie has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Julie A Cook's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 30, 2021 - Present
CBRE CAPITAL ADVISORS, INC.
Office #1: 2121 N. Pearl Street Suite 300, Dallas, TX 75201December 14, 2020 - February 9, 2021
BLAYLOCK VAN, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/30/2021)
(9/30/2021)
Exams
Series 79TO
Date: 12/12/2020
Investment Banking Registered Representative ExaminationFINRA
Current Firm
CBRE CAPITAL ADVISORS, INC.
CRD#: 140565 / SEC#: , 8-67319
Contact information
FINRA licenses (26 States and Territories)
Documents
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
CBRE CAPITAL ADVISORS, INC.
CRD#: 140565Dallas, TX 75201TRUST BUT VERIFY
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