Cps Investment Advisors

CRD 104914 · Lakeland, FL · $2.9B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 104914
SEC number: 801-35294
Firm type: RIA
Assets under management: $2.9B as of Mar 27, 2026
Website: www.linkedin.com/company/cpalliance ↗
Phone: 863-688-1725
Address: 205 East Orange Street #310, Lakeland, FL, 33801-4611

Advisors at this firm

18 in our index · page 1 of 1

Nolen Bryan BaileyCRD 5992098 · Lakeland, FL

IA Registered
Richard David BernardCRD 6762344 · Lakeland, FL

IA Registered
Gary Eldon ClarkCRD 5517652 · Lakeland, FL

IA Registered
Anthony Mario CorraoCRD 6085594 · Lakeland, FL

IA Registered
Robert Mark EckenrothCRD 6583589 · Lakeland, FL

IA Registered
Patrick Egan GauthierCRD 5163256 · Lakeland, FL

IA RegisteredRegistration inactive
Peter Charles GolotkoCRD 3032495 · Lakeland, FL

IA Registered
Ryan Patrick HigginsCRD 6472492 · Lakeland, FL

IA RegisteredRegistration inactive
Eric J JacksonCRD 6155421 · Lakeland, FL

IA RegisteredRegistration inactive
Tamara L JemisonCRD 6207398 · Lakeland, FL

IA RegisteredRegistration inactive
Derek Michael OxfordCRD 4841551 · Lakeland, FL

IA Registered
Michael Aaron RiskinCRD 5762338 · Lakeland, FL

IA Registered
Rachael Allison Savinon MotaCRD 6852159 · Lakeland, FL

IA RegisteredRegistration inactive
Derek Hugh StroudCRD 4028986 · Winterville, NC

IA Registered
Sterling Jackson SearcyCRD 6968364 · Lakeland, FL

IA Registered
Christopher Lynn TyndallCRD 4029078 · Winterville, NC

IA Registered
Larry Keith TyndallCRD 4029316 · Winterville, NC

IA Registered
Kelley Christopher WilsonCRD 6699387 · Lakeland, FL

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 104914 ↗ FINRA BrokerCheck record for firm CRD 104914 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.