Bradley Scott Yochum

Employer firm

Cnl Educational Institute, LLC CRD 175137

Reported services (Item 5G)

• PUBLISH EDUCATIONAL CONTENT

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → Present
  Cnl Financial Group
  Orlando, FL
• 07/2018 → Present
  Cnl Securities Corp
  Orlando, FL
• 06/2019 → Present
  Cnl Educational Institute, Llc
  Orlando, FL

Other Businesses

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.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-03-13
• S65 Uniform Investment Adviser Law Examination
  2019-07-02