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420 S. Orange Ave. Suite 825, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-18 |
Branch Locations
420 S. Orange Ave. Suite 825, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cnl Financial Group | Orlando | FL | 01/2013 | 09/2023 |
| Cogent Bank | Orlando | FL | 06/2023 | Present |
| Cogent Private Wealth | Orlando | FL | 04/2025 | Present |
Cogent Bank - not investment related - Orlando, FL - banking - VP, Financial Reporting - 06/2023 - 160 - 160.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-22 |
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