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Sterling Jackson Searcy

Cps Investment Advisors

Lakeland, FL

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Current Employers
Cps Investment Advisors

205 East Orange Street #310, Lakeland, FL 33801-4611 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-09-10
  • FL RA
    APPROVED
    Since 2018-09-10

Branch Locations

205 East Orange Street #310, Lakeland, FL 33801-4611 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cps Group Cpas Pa Lakeland FL 05/2018 Present
Searcy Tax Llc Lakeland FL 12/2017 05/2018
Kaba Consulting Clermont FL 11/2017 12/2017
Jpc International Tax Advisors Sarasota FL 02/2016 11/2017
Cps Investment Advisors Lakeland FL 09/2021 Present
  • 05/2018 → Present
    Cps Group Cpas Pa
    Lakeland, FL
  • 12/2017 → 05/2018
    Searcy Tax Llc
    Lakeland, FL
  • 11/2017 → 12/2017
    Kaba Consulting
    Clermont, FL
  • 02/2016 → 11/2017
    Jpc International Tax Advisors
    Sarasota, FL
  • 09/2021 → Present
    Lakeland, FL
Other Businesses

CPS Group CPAs PA; Non-Investment Related; 205 EAST ORANGE STREET #310, LAKELAND, FL, USA, 33801; Tax Preparation; Sr. Tax Advisor; 05/2018; Hours/Month Varies; Hours During Trading Hours Varies; Tax Preparation and mentorship of Tax Personnel.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-16
  • S65 Uniform Investment Adviser Law Examination
    2017-07-16
Other Names
  • Sterling Searcy

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