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124 South Florida Avenue 4Th Floor, Lakeland, FL 33801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-06 |
Branch Locations
124 South Florida Avenue 4Th Floor, Lakeland, FL 33801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Core Wealth Advisors, Inc. | Lakeland | FL | 10/2022 | Present |
| Derek Stross Cpa Llc | Lakeland | FL | 01/2022 | Present |
| Hamic Previte & Sturwold Pa | Lakeland | FL | 08/2019 | 01/2022 |
| Derek Stross Cpa Llc | Lakeland | FL | 01/2014 | 08/2019 |
| Polk County School Board | Lakeland | FL | 10/2021 | Present |
1. Derek Stross CPA LLC; 5742 Coveland Dr. E, Lakeland, FL; Owner of public accounting firm primarily providing tax preparation services; Not investment related; Started 1/2014; 20 hours per month January - April, 4 hours per month May - December; 2. Polk County School Board, 726 Hollingsworth Road, Lakeland, Florida 33801; Not Investment related; High School Head Coach, JV Soccer; Started: 10/2021; 12 hours per month; 4 hours during securities trading hours; 3. CORE Wealth Accountants, LLC; 124 South Florida Avenue, Suite 4, Lakeland, Florida 33801; Not investment related; Tax preparation and consulting firm; CPA; Number of hours per month: 80; Duties: Tax preparation and consulting.
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