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Inactive

Bradley R Lacore

Cogent Private Wealth

Orlando, FL

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Current Employers
Cogent Private Wealth

420 S. Orange Ave. Suite 825, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-17
FL RA APPROVED 2025-10-08
  • TX RA
    APPROVED
    Since 2025-10-17
  • FL RA
    APPROVED
    Since 2025-10-08

Branch Locations

420 S. Orange Ave. Suite 825, Orlando, FL 32801 • 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
Water Oak Advisors Winter Park FL 06/2013 10/2020
Eaton Vance Wateroak Advisors Winter Park FL 10/2020 05/2022
Pathstone Winter Park FL 05/2022 09/2022
Cogent Private Wealth Orlando FL 09/2022 Present
  • 06/2013 → 10/2020
    Water Oak Advisors
    Winter Park, FL
  • 10/2020 → 05/2022
    Eaton Vance Wateroak Advisors
    Winter Park, FL
  • 05/2022 → 09/2022
    Pathstone
    Winter Park, FL
  • 09/2022 → Present
    Cogent Private Wealth
    Orlando, FL
Previous Registrations
  • 2022-06-20 → 2022-09-20
    Pathstone
    Englewood, NJ
    Winter Park, FL
  • 2020-12-11 → 2022-05-24
    Eaton Vance Wateroak Advisors
    Boston, MA
    Winter Park, FL
  • 2013-06-13 → 2020-12-11
    Water Oak Advisors, Llc
    Winter Park, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-23
  • S65 Uniform Investment Adviser Law Examination
    2013-05-23
Designations
Other Names
  • Bradley Ryan Lacore
  • Bradley Lacore

View on SEC IAPD

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