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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 | Nov 17, 2016 | n/a | yes | SARASOTA, FL | Current employment |
| SVB WEALTH | Independent wealth | Jan 27, 2015 | Nov 3, 2016 | no | PALM BEACH GARDENS, FL | Previous registration |
| BANYAN PARTNERS, LLC | Former SEC adviser | Jun 11, 2009 | Nov 26, 2014 | no | PALM BEACH GARDENS, FL | Previous registration |
| CYPRESS CAPITAL GROUP | Former SEC adviser | Oct 10, 2005 | Oct 20, 2008 | no | PALM BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SVB WEALTH | CUMBERLAND ADVISORS | Nov 3, 2016 | Nov 17, 2016 | 14 | Firm change | Other |
| BANYAN PARTNERS, LLC | SVB WEALTH | Nov 26, 2014 | Jan 27, 2015 | 62 | Bulk transfer | Other |
| CYPRESS CAPITAL GROUP | BANYAN PARTNERS, LLC | Oct 20, 2008 | Jun 11, 2009 | 234 | Firm change | Other |