Cooperative Securities
Firm details
- Headquarters
- Dulles, Virginia
- CRD number
- 317969
- Registered since
- October 13, 2022
Firm profile
FINTRXOverview
Cooperative Securities is organized as a limited liability company that registered with the SEC in 2022. Filings identify the owner type as a combination of a domestic entity and an individual and classify the adviser as "unclassified." The firm does not register itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Public disclosures for Cooperative Securities supply very little about its business model, target clients, advisory services, or fee arrangements. The combination of an SEC registration date and sparse descriptive detail suggests the firm has limited reporting activity in public datasets.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Justin Schleifer
CEO & Co-FounderCRD 5977433
Contacts
3 of 7
Darick Eisenbraun
Senior Vice PresidentCRD 6292446
Heesun Choi
Registered RepresentativeCRD 5710264
Yu Ling Wang
Registered RepresentativeCRD 7509411
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dulles, VA
Loudoun
Location
Dulles, VA
Headquartered in Dulles, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Loudoun
- Address
- 20701 Cooperative Way
- Time zone
- ET (UTC-5)
- Office locations
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