Andrew C. Cooke
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Andrew Chancellor Cooke was a registered financial professional .
Andrew is a previously registered financial professional and started their career in finance in 2023. Andrew had worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 24, 2026 - June 8, 2026
PURPOSE DRIVEN WEALTH ADVISORS LLC
August 8, 2025 - April 24, 2026
GRADIENT ADVISORS, LLC
August 21, 2023 - December 8, 2023
THE RETIREMENT SMITH LLC
State Registrations and Notice Filings
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Current Firm
PURPOSE DRIVEN WEALTH ADVISORS LLC
CRD#: 339806 / SEC#:
Contact information
Red Flags
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