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205 East Orange Street #310, Lakeland, FL 33801-4611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-03-06 |
Branch Locations
205 East Orange Street, Suite 310, Lakeland, FL 33801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retired | Lakeland | FL | 06/2016 | 02/2017 |
| Cps Investment Advisors | Lakeland | FL | 02/2017 | Present |
1) LAKELAND POLICE FOUNDATION; NON-INVESTMENT RELATED; LAKELAND, FLORIDA; SECRETARY, BOARD OF DIRECTORS MEMBER, MEMBER OF FINANCIAL COMMITTEE; SINCE 01/01/2019 2 HOURS PER MONTH; 2 HOURS DURING TRADING; ATTEND BOARD OF DIRECTORS MEETINGS AND WORK WITH OTHER FINANCE COMMITTEE MEMBERS TO PROVIDE RECOMMENDATIONS TO BE PRESENTED TO THE BOARD. NO RECOMMENDATIONS ARE MADE FOR SPECIFIC INVESTMENTS. 2) BARTOW CHAMBER OF COMMERCE; NON-INVESTMENT-RELATED; 510 N BROADWAY AVE, BARTOW, FL 33830; BOARD OF DIRECTORS MEMBER, AND MEMBER OF THE EXECUTIVE COMMITTEE; SINCE 01/01/2024; 2 HOURS PER MONTH; 2 HOURS DURING TRADING; ATTEND BOARD OF DIRECTORS MEETINGS AND ATTEND EXECUTIVE COMMITTEE MEETINGS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-02 |
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