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Tamara L Jemison

Cps Investment Advisors

Lakeland, FL

CRD 6207398

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Employer firm

Cps Investment Advisors CRD 104914

$2.89B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Cps Investment Advisors

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-12-20
  • FL RA
    APPROVED
    Since 2018-12-20

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
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
  • 06/2013 → 01/2018
    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
  • 11/2018 → Present
    Lakeland, FL
  • 04/2018 → 11/2018
    Mobilization Funding
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-19
S63 Uniform Securities Agent State Law Examination 2013-07-26
  • S65 Uniform Investment Adviser Law Examination
    2015-10-19
  • S63 Uniform Securities Agent State Law Examination
    2013-07-26
Other Names
  • Tamara L Nash
  • Tamara L Fales

View on SEC IAPD

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