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1 South School Avenue Suite 900, Sarasota, FL 34237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-27 |
| CA | RA | APPROVED | 2025-09-23 |
Branch Locations
1 South School Avenue Suite 900, Sarasota, FL 34237 • United States
Westlake Village, CA • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Proshares | Bethesda | MD | 05/2014 | 08/2018 |
| Cakewalk | Agoura Hills | CA | 08/2018 | 10/2020 |
| Smarttrust | Parsippany | NJ | 10/2020 | 01/2025 |
| Self Employed | Agoura Hills | CA | 01/2025 | Present |
| Cumberland Advisors | Sarasota | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-17 |
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