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Cedrick Levell West

Blue Compass Wealth Management, LLC

Brandon, FL

Apopka, FL

CRD 7634273

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Employer firm

Blue Compass Wealth Management, LLC CRD 323213

$246.9K regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Blue Compass Wealth Management, Llc

1115 Professional Park Dr, Brandon, FL 33511 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

1115 Professional Park Dr, Brandon, FL 33511 • United States

109 S Park Ave, Apopka, FL 32703 • 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
Blue Compass Wealth Management Llc Wiamuma FL 09/2021 Present
C. S. West & Associates, Pa Tampa FL 05/2014 Present
Tampa Electic Tampa FL 05/2016 05/2022
  • 09/2021 → Present
    Blue Compass Wealth Management Llc
    Wiamuma, FL
  • 05/2014 → Present
    C. S. West & Associates, Pa
    Tampa, FL
  • 05/2016 → 05/2022
    Tampa Electic
    Tampa, FL
Other Businesses

CS West & Associates, PA. Not investment related. 1115 Professional Park Dr Brandon, FL 33511. Certified Public Accounting Firm. Co-Owner. 4/14/2014.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-13
  • S65 Uniform Investment Adviser Law Examination
    2022-08-13

View on SEC IAPD

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