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 and is registered with the SEC as of 2022. FINTRX classifies the firm as unclassified and records its ownership as a mix of a domestic entity and an individual. The dataset indicates the firm is not identified as a capital allocator and is not marked as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The public record in this dataset provides limited detail on the firm’s specific advisory services, fee structure, or target client segments; those fields are blank in the available snapshot.
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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