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Current Employers
Cumberland Advisors

1 South School Avenue Suite 900, Sarasota, FL 34237 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-02
  • FL RA
    APPROVED
    Since 2025-06-02

Branch Locations

St. Augustine, FL • United States

1 South School Avenue Suite 900, Sarasota, FL 34237 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2009 → 05/2023
    Eaton Vance Distributors, Inc.
    Boston, MA
  • 05/2025 → Present
    Sarasota, FL
  • 09/2024 → 05/2025
    Canon Financial
    Athens, GA
  • 07/2023 → 09/2024
    Igb Consulting
    St. Augustine, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-10-06
S63 Uniform Securities Agent State Law Examination 1994-08-12
  • S65 Uniform Investment Adviser Law Examination
    2001-10-06
  • S63 Uniform Securities Agent State Law Examination
    1994-08-12

View on SEC IAPD

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