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1 South School Avenue Suite 900, Sarasota, FL 34237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-02 |
Branch Locations
St. Augustine, FL • United States
1 South School Avenue Suite 900, Sarasota, FL 34237 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Distributors, Inc. | Boston | MA | 06/2009 | 05/2023 |
| Cumberland Advisors | Sarasota | FL | 05/2025 | Present |
| Canon Financial | Athens | GA | 09/2024 | 05/2025 |
| Igb Consulting | St. Augustine | FL | 07/2023 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-12 |
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