Financial advisor
Rodney Arthur Cook
At Wealth Enhancement · Portland, OR
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| The H Group | The H Group | Wealth Enhancement | Acquisition | March 3, 2026 | $6.7B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC | Broker-dealer | May 31, 2026 | Current |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Investment adviser | March 2, 2026 | Current |
| THE H GROUP, INC. | Investment adviser | May 30, 2025 | May 14, 2026 |
| VALMARK ADVISERS, INC. | Investment adviser | August 3, 2016 | April 9, 2025 |
| VALMARK SECURITIES, INC. | Broker-dealer | July 21, 2016 | April 9, 2025 |
| J.P. MORGAN SECURITIES LLC | Investment adviser | October 1, 2012 | July 26, 2016 |
| J.P. MORGAN SECURITIES LLC | Broker-dealer | October 1, 2012 | July 26, 2016 |
| CHASE INVESTMENT SERVICES CORP. | Investment adviser | June 9, 2010 | October 1, 2012 |
| CHASE INVESTMENT SERVICES CORP. | Broker-dealer | June 9, 2010 | October 1, 2012 |
| EDWARD JONES | Investment adviser | December 1, 2009 | February 4, 2010 |
| EDWARD JONES | Broker-dealer | November 16, 2009 | February 4, 2010 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.