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Rachael Allison Savinon Mota

Cps Investment Advisors

Lakeland, FL

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Current Employers
Cps Investment Advisors

205 East Orange Street #310, Lakeland, FL 33801-4611 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-01-13
  • FL RA
    APPROVED
    Since 2023-01-13

Branch Locations

205 East Orange Street #310, Lakeland, FL 33801-4611 • 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
Wells Fargo Clearing Services, Llc. Lakeland FL 08/2017 03/2022
Wells Fargo Bank Na Lakeland FL 09/2011 08/2017
Cps Investment Advisors Lakeland FL 04/2022 Present
  • 08/2017 → 03/2022
    Wells Fargo Clearing Services, Llc.
    Lakeland, FL
  • 09/2011 → 08/2017
    Wells Fargo Bank Na
    Lakeland, FL
  • 04/2022 → Present
    Cps Investment Advisors
    Lakeland, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-20
S63 Uniform Securities Agent State Law Examination 2017-11-09
  • S65 Uniform Investment Adviser Law Examination
    2022-10-20
  • S63 Uniform Securities Agent State Law Examination
    2017-11-09
Other Names
  • Rachael Allison Gelin
  • Rachael Savinon

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Other Investors

KATHRYN MARIE FRENCH
CYNTHIA MEGAN TYSVER
MICHAEL HENRY WRIGHT
SOURI S. VONGVIRAT
Roland Jason Martinez
Katrina Anne Hirdes
Nicholas Brinkman
ANGEL FERNANDO LOPEZ

Other Offices

LPL FINANCIAL LLC · LAKELAND, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKELAND, FL
VICUS CAPITAL, INC. · Lakeland, FL
WISDOM PLANNING GROUP · Lakeland, FL
HPS SOLUTIONS LLC · LAKELAND, FL
EDWARD JONES · LAKELAND, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Lakeland, FL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · LAKELAND, FL

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