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1600 Parkdale Road Suite 201, Rochester, MI 48307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-16 |
| NY | RA | APPROVED | 2022-08-11 |
Branch Locations
Fort Lauderdale, FL • United States
1600 Parkdale Road Suite 201, Rochester, MI 48307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palm Beach State College | Boca Raton | FL | 05/2026 | Present |
| Cpr Investments Inc. | Rochester | MI | 08/2022 | Present |
| Full Time Student | Lexington | KY | 08/2004 | 12/2021 |
| Internship With Cpr Investments | Cobleskill | NY | 12/2021 | 08/2024 |
| Cpr Financial Group Llc | Rochester | MI | 08/2022 | Present |
| State University Of Ny (Suny Cobleskill) | Cobleskill | NY | 08/2024 | Present |
| Georgia State University | Atlanta | GA | 01/2025 | Present |
| University Of Kentucky | Lexington | KY | 04/2016 | 04/2020 |
CPR Financial Group LLC; Yes; Rochester, MI; Insurance; Insurance Agent; 08/2022; 10; Less than 10%; Less Than 10% Georgia State University; No; Atlanta, GA; University; Adjunct Faculty; 01/2025; 20; Less than 20%; Less Than 20% SUNY Cobleskill; No; Cobleskill, NY; University; Adjunct Faculty; 08/2024; 30; Less than 30%; Less Than 30% Palm Beach State College; Not Investment Related; Boca Raton, FL; State College; Adjunct Faculty; Start 05/2026; Approximately 15 hours spent per month during securities trading hours; teaching students.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-30 |
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