Max Cooper Novak is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with CORE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CORE PLANNING, LLC | 2025-05-09 | present | Yes |
| MONETA GROUP INVESTMENT ADVISORS, LLC | 2020-04-20 | 2022-04-07 | — |
| PERSONAL CAPITAL ADVISORS CORPORATION | 2018-12-21 | 2019-09-05 | — |