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205 East Orange Street #310, Lakeland, FL 33801-4611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2008-08-14 |
Branch Locations
205 East Orange Street #310, Lakeland, FL 33801-4611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cps Investment Advisors | Lakeland | FL | 07/2008 | Present |
1) LAKELAND CHAMBER OF COMMERCE; NON-INVESTMENT RELATED; LAKELAND, FL; NON-PROFIT; BOARD MEMBER; SINCE 2023;1.5 HOURS PER MONTH; 0 HOURS DURING TRADING; ATTEND HOUR AND A HALF MEETINGS MONTHLY. 2) THUNDERBIRD DISTRICT OF THE GREATER TAMPA BAY AREA COUNCIL OF SCOUTING AMERICA; NON-INVESTMENT-RELATED; TAMPA BAY, FL; NON-PROFIT; TREASURER OF SCOUT TROOP 713 AND 713G; SINCE: JULY 2024; 7 HOURS PER MONTH; 0 HOURS DURING TRADING; DUTIES INCLUDE TAKING DEPOSITS FROM FUNDRAISING EFFORS, TROUP DUES, AND CAMPING FEES AS WELL AS KEEP TRACK OF SCOUT AND LEADER SUB-ACCOUNTS AS THE SCOUT'S FUNDRAISING EFFORS BUILD A BALANCE TO BE USED FOR CAMPING, LEADERSHIP TRAINING, AND CELEBRATIONS SUCH AS COURTS OF HONOR. 3) ESTATE PLANNING COUNCIL OF POLK COUNTY; NON-INVESTMENT-RELATED; POLK COUNTY, FL; IMMEDIATE PAST PRESIDENT; SINCE JUNE 2025; 3 HOURS PER MONTH; O DURING TRADING; ATTEND ONCE A MONTH BOARD MEETINGS AND ONCE A MONTH DINNERS. DUTIES WILL END JUNE 2026. 4) LAKELAND SYMPHONY ORCHESTRA; NON-INVESTMENT-RELATED; LAKELAND, FL; NON-PROFIT; BOARD MEMBER AND MEMBER OF THE FINANCE COMMITTEE; 2 HOURS PER MONTH; 0 HOURS DURING TRADING; ATTEND MONTHLY BOARD MEETINGS AND QUARTERLY FINANCE COMMITTEE MEETINGS. NO BANK ACCOUNT ACCESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-07 |
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