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 with ownership listed as a combination of a domestic entity and an individual. The firm is categorized as unclassified in the available data. The snapshot indicates it does not operate as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has not provided details about its client base, fee structure, business activities, or specific advisory services in the source dataset, and an activities/affiliations record was not supplied. Those gaps limit what can be said about its target clients, service model, or strategic positioning.
Assets & Accounts
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
Similar firms
Homestead Financial Services Corp.
Broker-DealerArlington, VA
Financial Security Management, Incorporated
Broker-DealerVirginia Beach, VA
Goldman Sachs Custody Solutions
Broker-DealerMclean, VA
Pactolus Capital Partners
Broker-DealerVienna, VA
Meridian Investments, Inc.
Broker-DealerVienna, VA
First Dominion Capital Corp.
Broker-DealerRichmond, VA