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205 East Orange Street #310, Lakeland, FL 33801-4611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-12-20 |
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 |
|---|---|---|---|---|
| Usaa Financial Planning Services | Tampa | FL | 06/2013 | 01/2018 |
| Usaa Financial Advisors, Inc. | Tampa | FL | 06/2013 | 01/2018 |
| Usaa Investment Management Company | San Antonio | TX | 06/2013 | 01/2018 |
| Cps Investment Advisors | Lakeland | FL | 11/2018 | Present |
| Mobilization Funding | Tampa | FL | 04/2018 | 11/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-26 |
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