DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CUMBERLAND ADVISORS
SARASOTA, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CUMBERLAND ADVISORS | Independent wealth | Jun 16, 2025 | n/a | yes | SARASOTA, FL | Current employment |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Bd affiliated wealth | Nov 25, 2024 | May 1, 2025 | no | SARASOTA, FL|PLYMOUTH, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | CUMBERLAND ADVISORS | May 1, 2025 | Jun 16, 2025 | 46 | Firm change | Ibd to RIA |