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Cps Investment Advisors CRD 104914
$2.89B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
205 East Orange Street #310, Lakeland, FL 33801-4611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-08-24 |
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 |
|---|---|---|---|---|
| Barom Advisors, Llc | Lakeland | FL | 11/2011 | Present |
| Cps Investment Advisors | Lakeland | FL | 07/2015 | Present |
1) Barom Advisors, LLC, investment related, Lakeland, FL, provide investment advisory services to clients through CPS Investment Advisors utilizing the DBA Barom Advisors, LLC for marketing and business operations, General Partner, 11/2011, 5 hours per month, 0 during trading hours, oversee business and run payroll.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-05 |
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