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450 S. Orange Ave. Suite 1400, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-07-31 |
Branch Locations
450 S. Orange Ave. Suite 1400, 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 | 08/2016 | Present |
| Cnl Securities Corp | Orlando | FL | 07/2018 | Present |
| Cnl Educational Institute, Llc | Orlando | FL | 06/2019 | Present |
CCO for CNL Educational Institute, LLC Is engaged as a sole proprietor of Fundamental Counsel, PLLC. A general legal services unrelated to his role at CNL Securities. 0 hours per month during business hours. Serves as Director for a non-investment related organization, Aboretum since May 2022 will devote zero hours during business hours and one hour per month in personal time. CNL Strategic Residential Credit, Inc., investment related, Orlando, FL, Registered Investment Advisor, General Counsel and Secretary, 1/1/2026, 80 hours during trading hours CNL Strategic Capital Management LLC, investment related, Orlando, FL, Registered Investment Advisor, General Counsel and Secretary, 1/1/2026, 80 hours during trading hours Mr. Yochum may perform various activities for entities owned or affiliated with CNL Financial Group. Hours and responsibilities may vary. CNL Securities is a wholly-owned subsidiary of CNL Financial Group, Inc.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-13 |
| S65 | Uniform Investment Adviser Law Examination | 2019-07-02 |
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