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 was registered with the SEC in 2022. FINTRX classifies the firm as unclassified rather than under a specific advisory niche, and the ownership is listed as a combination of a domestic entity and an individual. The firm is not reported to act as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser, pension consultant, or related adviser in the snapshot provided. The available institutional details are sparse, suggesting the firm is either very small, early in its operating lifecycle, or has limited public disclosure. There is no information in the record about client segments, fee models, or core advisory activities.
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 1JUSTIN SCHLEIFER
CEO & Co-FounderCRD 5977433
Contacts
3 of 6Heesun Choi
Registered RepresentativeCRD 5710264
Yu Ling Wang
Registered RepresentativeCRD 7509411
Jason Mowery
Vice President, Relationship ManagementCRD 7864882
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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