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. The firm’s ownership structure is listed as a combination of a domestic entity and an individual. In the FINTRX snapshot the adviser is classified as “unclassified” and is not identified as a capital allocator. The record flags the firm as not being an active ESG investor, not a multistate adviser, and not a pension consultant. The dataset does not include descriptions of the firm’s advisory activities, fee model, client segments, or specific business lines, so there is no public snapshot of investment focus, sector preferences, or stated portfolio-construction approach in this extract.
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 7Patrick Labbe
ComplianceCRD 6609233
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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