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David William Berson

Cumberland Advisors

Kiawah Island, SC

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Current Employers
Cumberland Advisors

1 South School Avenue Suite 900, Sarasota, FL 34237 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2023-02-07
  • SC RA
    APPROVED
    Since 2023-02-07

Branch Locations

Kiawah Island, SC • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial Yes
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cumberland Advisors Sarasota FL 11/2022 Present
Nationwide Insurance Columbus OH 06/2012 08/2022
  • 11/2022 → Present
    Cumberland Advisors
    Sarasota, FL
  • 06/2012 → 08/2022
    Nationwide Insurance
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-16
  • S65 Uniform Investment Adviser Law Examination
    2022-09-16

View on SEC IAPD

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