Dale Cockrell has been an investment adviser representative at Painted Porch Advisors since January 2026, and is not listed among the firm’s executive officers or direct owners.
Painted Porch Advisors LLC is a Santa Barbara, CA firm with $572M under management, 297 clients and 13 advisers in one office, as of its March 2026 filing.
- Painted Porch Advisors LLCCurrent– present · under a yearNaples, FL · Adviser representative · Firm CRD 304375
Investment adviser representative registrations
Dale Cockrell is registered as an investment adviser representative in California, since January 2026.
- CaliforniaSince 27 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 January 2026 |
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 23 October 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 July 1993 |
| Series 7 | General Securities Representative Examination | 2 July 1993 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Dale Kete Cockrell
- CRD
- 2319020
- Firm
- Painted Porch Advisors · CRD 304375
- Office
- Naples, FL
- Registration
- Investment adviser registration
- In the industry since
- May 1996
- Disciplinary history
- Not yet shown here · SEC record
Where does Dale Cockrell work?
Dale Cockrell is an investment adviser representative registered through Painted Porch Advisors LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Dale Cockrell a financial advisor?
Yes. Dale Cockrell has a current investment-adviser registration in California, through Painted Porch Advisors since January 2026.
How many years of experience does Dale Cockrell have?
Dale Cockrell has 30 years in the financial industry, since May 1996, across 1 adviser firm.
What exams has Dale Cockrell passed?
Dale Cockrell has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 79TO and Series 65. The earliest, the Series 7, was passed in July 1993. FINRA credited Dale Cockrell with the SIE, which began in October 2018.
Where is Dale Cockrell based?
Dale Cockrell’s registered office is in Naples, FL.
Is Dale Cockrell registered with FINRA?
No. Dale Cockrell has no current broker registration.
How can I verify Dale Cockrell’s record?
Search CRD 2319020 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dale Cockrell’s full registration record.
- Brian LloydManaging Member and Chief Compliance Officer
- Kurt SchliemannMember
- James CastaninoMember