Cory A. Falade

WEALTH MORE ENTERPRISE

Seagoville, TX

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CRD#: 7567080

Professional summary

Cory Adeoye Falade is a registered financial advisor currently at WEALTH MORE ENTERPRISE, INC. located in Seagoville, Texas.

Cory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Cory has worked at 2 firms and has passed the Series 65 exam.

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.

the name of the other business: Stream Realty whether the business is investment-related: No the address of the other business: 2001 Ross Ave, Suite 400, Dallas, TX 75201 the nature of the other business: Commercial RE Firm your position: Accounting Manager title, or relationship with the other business: Accounting Manager the start date of your relationship: 5/2015 the approximate number of hours/month you devote to the other business: 30 the number of hours you devote to the other business during securities trading hours: 30 and briefly describe your duties relating to the other business: Financial Accounting and Reporting/ Accountant

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cory Adeoye Falade's CRS (Customer Relationship Summary).

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

August 28, 2024 - Present

WEALTH MORE ENTERPRISE, INC.

RIA

CRD#: 324763

Seagoville, TX

Past

June 6, 2022 - December 31, 2022

FREEMAN CAPITAL ADVISORS

RIA

CRD#: 300025

Seagoville, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WEALTH MORE ENTERPRISE, INC.

CRD#: 324763 / SEC#: 801-130220

RIA

Registered Investment Advisory firm - (5/3/2024 Approved)

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

Texas
(8/28/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/6/2021

Uniform Investment Adviser Law Examination

Current Firm

WEALTH MORE ENTERPRISE, INC.

CRD#: 324763 / SEC#: 801-130220

RIA

Registered Investment Advisory firm - (5/3/2024 Approved)

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Contact information

Main Address

1900 Market Street, Philadelphia, PA 19103

Mailing Address

1180 Baltimore Pike Suite 230, Springfield, PA 19064

Phone number

(888) 303-6361

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEALTH MORE ADV PART 2 APPENDIX 1 WRAP BROCHURE 04 05 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	76
AUM (Assets Under Management)	$ 76,000

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.

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Cory A. Falade

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cory Adeoye Falade's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH MORE ENTERPRISE, INC.

FREEMAN CAPITAL ADVISORS

Primary Firm SEC Registration

WEALTH MORE ENTERPRISE, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/6/2021

Current Firm

WEALTH MORE ENTERPRISE, INC.

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTH MORE ENTERPRISE, INC.

TRUST BUT VERIFY

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