Investment adviser representative · Covered Bridge Financial LLC
David E. Cooley
CRD 3214745 · Califon, NJ
At a glance
David E. Cooley is an investment adviser representative with Covered Bridge Financial LLC in Califon, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on David’s SEC record dates to 2009, about 16 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Covered Bridge Financial LLCSince November 2009Califon, NJ · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2009 (16 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
David’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.