| Entity Name: | CUMBERLAND ADVISORS, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Profit Corporation |
| Status: | Active |
| Date Filed: | 11 Apr 2018 (7 years ago) |
| Last Event: | MERGER NAME CHANGE |
| Event Date Filed: | 18 Apr 2018 (7 years ago) |
| Document Number: | P18000033085 |
| FEI/EIN Number | 22-3564821 |
| Address: | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER, SARASOTA, FL 34236 |
| Mail Address: | PO BOX 1419, SARASOTA, FL 34230 |
| ZIP code: | 34236 |
| County: | Sarasota |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1255435 | 2 N. TAMIAMI TR, SUITE 303, SARASOTA, FL, 34236 | 2 N. TAMIAMI TR, SUITE 303, SARASOTA, FL, 34236 | 800-257-7013 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2024-10-16 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-30
| Form type | N-PX |
| File number | 028-11051 |
| Filing date | 2024-08-30 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-10
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2024-07-10 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-15
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2024-04-15 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-29
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2024-01-29 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-23
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2023-10-23 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-24
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2023-07-24 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-28
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2023-04-28 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-30
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2023-01-30 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-24
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2022-10-24 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-20
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2022-07-20 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-19
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2022-04-19 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-27
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2022-01-27 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-26
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2021-10-26 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-12
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2021-07-12 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-20
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2021-04-20 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-04-19
| Form type | MA-W |
| File number | 867-00121 |
| Filing date | 2021-04-19 |
| File | View File |
Filings since 2021-04-19
| Form type | MA-I/A |
| File number | 868-01094 |
| Filing date | 2021-04-19 |
| File | View File |
Filings since 2021-04-19
| Form type | MA-I/A |
| File number | 868-01094 |
| Filing date | 2021-04-19 |
| File | View File |
Filings since 2021-01-20
| Form type | MA-A |
| File number | 867-00121 |
| Filing date | 2021-01-20 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2021-01-20
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2021-01-20 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-07-20
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2020-07-20 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-27
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2020-04-27 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-01-31
| Form type | MA/A |
| File number | 867-00121 |
| Filing date | 2020-01-31 |
| File | View File |
Filings since 2020-01-22
| Form type | MA-A |
| File number | 867-00121 |
| Filing date | 2020-01-22 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2020-01-16
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2020-01-16 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-10-11
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2019-10-11 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-07-11
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2019-07-11 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-05-03
| Form type | MA/A |
| File number | 867-00121 |
| Filing date | 2019-05-03 |
| File | View File |
Filings since 2019-04-02
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2019-04-02 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-01-08
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2019-01-08 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2019-01-07
| Form type | MA-A |
| File number | 867-00121 |
| Filing date | 2019-01-07 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-10-04
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2018-10-04 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-07-10
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2018-07-10 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-06-18
| Form type | MA/A |
| File number | 867-00121 |
| Filing date | 2018-06-18 |
| File | View File |
Filings since 2018-04-23
| Form type | MA/A |
| File number | 867-00121 |
| Filing date | 2018-04-23 |
| File | View File |
Filings since 2018-04-16
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2018-04-16 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-01-10
| Form type | MA-A |
| File number | 867-00121 |
| Filing date | 2018-01-10 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2018-01-09
| Form type | MA-A |
| File number | 867-00121 |
| Filing date | 2018-01-09 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2018-01-09
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2018-01-09 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-11-27
| Form type | MA-I/A |
| File number | 868-01094 |
| Filing date | 2017-11-27 |
| File | View File |
Filings since 2017-10-10
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2017-10-10 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-09-14
| Form type | MA-I/A |
| File number | 868-01094 |
| Filing date | 2017-09-14 |
| File | View File |
Filings since 2017-09-14
| Form type | MA-I/A |
| File number | 868-01094 |
| Filing date | 2017-09-14 |
| File | View File |
Filings since 2017-09-14
| Form type | MA-I/A |
| File number | 868-01094 |
| Filing date | 2017-09-14 |
| File | View File |
Filings since 2017-09-14
| Form type | MA-I/A |
| File number | 868-01094 |
| Filing date | 2017-09-14 |
| File | View File |
Filings since 2017-07-10
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2017-07-10 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-04-04
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2017-04-04 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-01-11
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2017-01-11 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-10-19
| Form type | 13F-HR/A |
| File number | 028-11051 |
| Filing date | 2016-10-19 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-10-18
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2016-10-18 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-07-13
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2016-07-13 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-05-26
| Form type | MA-I/A |
| File number | 868-01094 |
| Filing date | 2016-05-26 |
| File | View File |
Filings since 2016-04-11
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2016-04-11 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-02-17
| Form type | MA-A |
| File number | 867-00121 |
| Filing date | 2016-02-17 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2016-01-28
| Form type | MA-I/A |
| File number | 868-01094 |
| Filing date | 2016-01-28 |
| File | View File |
Filings since 2016-01-20
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2016-01-20 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-11-12
| Form type | MA-I |
| File number | 868-01094 |
| Filing date | 2015-11-12 |
| File | View File |
Filings since 2015-11-10
| Form type | MA-I |
| File number | 868-01094 |
| Filing date | 2015-11-10 |
| File | View File |
Filings since 2015-11-10
| Form type | MA-I |
| File number | 868-01094 |
| Filing date | 2015-11-10 |
| File | View File |
Filings since 2015-10-27
| Form type | MA-I |
| File number | 868-01094 |
| Filing date | 2015-10-27 |
| File | View File |
Filings since 2015-10-08
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2015-10-08 |
| Reporting date | 2015-09-30 |
| File | View File |
Filings since 2015-10-05
| Form type | MA-I |
| File number | 868-01094 |
| Filing date | 2015-10-05 |
| File | View File |
Filings since 2015-07-13
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2015-07-13 |
| Reporting date | 2015-06-30 |
| File | View File |
Filings since 2015-04-23
| Form type | MA-I |
| File number | 868-01094 |
| Filing date | 2015-04-23 |
| File | View File |
Filings since 2015-04-10
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2015-04-10 |
| Reporting date | 2015-03-31 |
| File | View File |
Filings since 2015-01-09
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2015-01-09 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-10-06
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2014-10-06 |
| Reporting date | 2014-09-30 |
| File | View File |
Filings since 2014-07-17
| Form type | MA-I |
| File number | 868-01094 |
| Filing date | 2014-07-17 |
| File | View File |
Filings since 2014-07-17
| Form type | MA-I |
| File number | 868-01094 |
| Filing date | 2014-07-17 |
| File | View File |
Filings since 2014-07-10
| Form type | MA |
| File number | 867-00121 |
| Filing date | 2014-07-10 |
| File | View File |
Filings since 2014-07-10
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2014-07-10 |
| Reporting date | 2014-06-30 |
| File | View File |
Filings since 2014-04-21
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2014-04-21 |
| Reporting date | 2014-03-31 |
| File | View File |
Filings since 2014-01-22
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2014-01-22 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2013-10-21
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2013-10-21 |
| Reporting date | 2013-09-30 |
| File | View File |
Filings since 2013-07-25
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2013-07-25 |
| Reporting date | 2013-06-30 |
| File | View File |
Filings since 2013-04-24
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2013-04-24 |
| Reporting date | 2013-03-31 |
| File | View File |
Filings since 2013-01-25
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2013-01-25 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2012-10-26
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2012-10-26 |
| Reporting date | 2012-09-30 |
| File | View File |
Filings since 2012-07-26
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2012-07-26 |
| Reporting date | 2012-06-30 |
| File | View File |
Filings since 2012-04-30
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2012-04-30 |
| Reporting date | 2012-03-31 |
| File | View File |
Filings since 2012-01-25
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2012-01-25 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2011-12-19
| Form type | 13F-HR/A |
| File number | 028-11051 |
| Filing date | 2011-12-19 |
| Reporting date | 2011-03-31 |
| File | View File |
Filings since 2011-11-23
| Form type | 13F-HR/A |
| File number | 028-11051 |
| Filing date | 2011-11-23 |
| Reporting date | 2011-06-30 |
| File | View File |
Filings since 2011-10-19
| Form type | 13F-HR/A |
| File number | 028-11051 |
| Filing date | 2011-10-19 |
| Reporting date | 2011-09-30 |
| File | View File |
Filings since 2011-10-14
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2011-10-14 |
| Reporting date | 2011-09-30 |
| File | View File |
Filings since 2011-07-22
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2011-07-22 |
| Reporting date | 2011-06-30 |
| File | View File |
Filings since 2011-05-26
| Form type | 13F-HR/A |
| File number | 028-11051 |
| Filing date | 2011-05-26 |
| Reporting date | 2010-12-30 |
| File | View File |
Filings since 2011-05-25
| Form type | 13F-HR/A |
| File number | 028-11051 |
| Filing date | 2011-05-25 |
| Reporting date | 2011-03-31 |
| File | View File |
Filings since 2011-04-18
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2011-04-18 |
| Reporting date | 2011-03-31 |
| File | View File |
Filings since 2011-02-02
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2011-02-02 |
| Reporting date | 2010-12-30 |
| File | View File |
Filings since 2010-10-14
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2010-10-14 |
| Reporting date | 2010-09-30 |
| File | View File |
Filings since 2010-07-28
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2010-07-28 |
| Reporting date | 2010-06-30 |
| File | View File |
Filings since 2010-05-21
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2010-05-21 |
| Reporting date | 2010-03-31 |
| File | View File |
Filings since 2010-02-05
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2010-02-05 |
| Reporting date | 2009-12-31 |
| File | View File |
Filings since 2009-10-26
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2009-10-26 |
| Reporting date | 2009-09-30 |
| File | View File |
Filings since 2009-08-04
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2009-08-04 |
| Reporting date | 2009-06-30 |
| File | View File |
Filings since 2009-04-24
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2009-04-24 |
| Reporting date | 2009-03-31 |
| File | View File |
Filings since 2009-01-28
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2009-01-28 |
| Reporting date | 2008-12-31 |
| File | View File |
Filings since 2008-10-27
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2008-10-27 |
| Reporting date | 2008-09-30 |
| File | View File |
Filings since 2008-07-24
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2008-07-24 |
| Reporting date | 2008-06-30 |
| File | View File |
Filings since 2008-05-01
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2008-05-01 |
| Reporting date | 2008-03-31 |
| File | View File |
Filings since 2008-01-15
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2008-01-15 |
| Reporting date | 2007-12-31 |
| File | View File |
Filings since 2007-11-27
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2007-11-27 |
| Reporting date | 2007-09-30 |
| File | View File |
Filings since 2007-07-30
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2007-07-30 |
| Reporting date | 2007-06-30 |
| File | View File |
Filings since 2007-04-30
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2007-04-30 |
| Reporting date | 2007-03-31 |
| File | View File |
Filings since 2007-01-26
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2007-01-26 |
| Reporting date | 2006-12-31 |
| File | View File |
Filings since 2006-10-27
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2006-10-27 |
| Reporting date | 2006-09-30 |
| File | View File |
Filings since 2006-07-31
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2006-07-31 |
| Reporting date | 2006-06-30 |
| File | View File |
Filings since 2006-05-04
| Form type | 13F-HR/A |
| File number | 028-11051 |
| Filing date | 2006-05-04 |
| Reporting date | 2006-03-31 |
| File | View File |
Filings since 2006-05-01
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2006-05-01 |
| Reporting date | 2006-03-31 |
| File | View File |
Filings since 2006-02-03
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2006-02-03 |
| Reporting date | 2005-12-31 |
| File | View File |
Filings since 2005-10-11
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2005-10-11 |
| Reporting date | 2005-09-30 |
| File | View File |
Filings since 2005-07-11
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2005-07-11 |
| Reporting date | 2005-06-30 |
| File | View File |
Filings since 2005-04-08
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2005-04-08 |
| Reporting date | 2005-03-31 |
| File | View File |
Filings since 2005-02-04
| Form type | 13F-HR |
| File number | 028-11051 |
| Filing date | 2005-02-04 |
| Reporting date | 2004-12-31 |
| File | View File |
| LEI number | Registered As | Jurisdiction Of Formation | General Category | Entity Status | Entity created at | |||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 254900YBNPU96P997C93 | P18000033085 | US-FL | GENERAL | ACTIVE | 2018-04-11 | |||||||||||||||||||
|
||||||||||||||||||||||||
| Legal | C/O CROSS STREET CORPORATE SERVICES, LLC, 50 CENTRAL AVENUE, 8TH FLOOR, SARASOTA, US-FL, US, 34236 |
| Headquarters | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER, SARASOTA, US-FL, US, 34236 |
Registration details
| Registration Date | 2023-08-30 |
| Last Update | 2024-08-02 |
| Status | ISSUED |
| Next Renewal | 2025-08-30 |
| LEI Issuer | 5493001KJTIIGC8Y1R12 |
| Corroboration Level | FULLY_CORROBORATED |
| Data Validated As | P18000033085 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CUMBERLAND ADVISORS 401(K) PLAN | 2023 | 223564821 | 2024-07-17 | CUMBERLAND ADVISORS, INC. | 57 | |||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-07-17 |
| Name of individual signing | PHYLLIS STREIT |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-07-17 |
| Name of individual signing | PHYLLIS STREIT |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8002577013 |
| Plan sponsor’s address | ONE SARASOTA TOWER, 2 N. TAMIAMI TRAIL , STE. 303, SARASOTA, FL, 34236 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-27 |
| Name of individual signing | PHYLLIS STREIT |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8002577013 |
| Plan sponsor’s address | ONE SARASOTA TOWER 2 N., TAMIAMI TRAIL , STE. 303, SARASOTA, FL, 34230 |
Signature of
| Role | Plan administrator |
| Date | 2022-07-28 |
| Name of individual signing | PHYLLIS STREIT |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8002577013 |
| Plan sponsor’s address | ONE SARASOTA TOWER 2 N., TAMIAMI TRAIL, STE. 303, SARASOTA, FL, 34230 |
Signature of
| Role | Plan administrator |
| Date | 2021-07-13 |
| Name of individual signing | PHYLLIS STREIT |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8002577013 |
| Plan sponsor’s address | ONE SARASOTA TOWER 2 N., TAMIAMI TRAIL, STE. 303, SARASOTA, FL, 34230 |
Signature of
| Role | Plan administrator |
| Date | 2020-09-02 |
| Name of individual signing | PHYLLIS STREIT |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8002577013 |
| Plan sponsor’s address | 2 N. TAMIAMI TRAIL, STE. 303, SARASOTA, FL, 34236 |
Signature of
| Role | Plan administrator |
| Date | 2019-06-18 |
| Name of individual signing | PHYLLIS STREIT |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8002577013 |
| Plan sponsor’s address | ONE SARASOTA TOWER, 2 N. TAMIAMI TRAIL , STE. 303, SARASOTA, FL, 34230 |
Signature of
| Role | Plan administrator |
| Date | 2018-10-05 |
| Name of individual signing | PHYLLIS STREIT |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8002577013 |
| Plan sponsor’s address | ONE SARASOTA TOWER, 2 N. TAMIAMI TRAIL, SUITE 303, SARASOTA, FL, 34236 |
Signature of
| Role | Plan administrator |
| Date | 2017-10-09 |
| Name of individual signing | PHYLLIS STREIT |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2017-10-09 |
| Name of individual signing | PHYLLIS STREIT |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8002577013 |
| Plan sponsor’s address | ONE SARASOTA TOWER, 2 N. TAMIAMI TRAIL, SUITE 303, SARASOTA, FL, 34236 |
Signature of
| Role | Plan administrator |
| Date | 2016-09-27 |
| Name of individual signing | PHYLLIS STREIT |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2016-09-27 |
| Name of individual signing | PHYLLIS STREIT |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8002577013 |
| Plan sponsor’s address | ONE SARASOTA TOWER, 2 N. TAMIAMI TRAIL, SUITE 303, SARASOTA, FL, 34236 |
Signature of
| Role | Plan administrator |
| Date | 2015-08-31 |
| Name of individual signing | PHYLLIS STREIT |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2015-08-31 |
| Name of individual signing | PHYLLIS STREIT |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| CROSS STREET CORPORATE SERVICES, LLC | Agent |
| Name | Role | Address |
|---|---|---|
| KOTOK, DAVID R | Chief Investment Officer | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| Name | Role | Address |
|---|---|---|
| KOTOK, DAVID R | Director | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| MOUSSEAU, JOHN R | Director | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| STREIT, PHYLLIS A. | Director | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| EISENBEIS, ROBERT | Director | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| LOPEZ, DAISY G. | Director | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| MCALEER, MATTHEW | Director | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| Myers, Mark | Director | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| Donato, Lawrence | Director | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| Marcus, Jerome I | Director | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| Name | Role | Address |
|---|---|---|
| MOUSSEAU, JOHN R | President | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| MCALEER, MATTHEW | President | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| Name | Role | Address |
|---|---|---|
| MOUSSEAU, JOHN R | Chief Executive Officer | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| Name | Role | Address |
|---|---|---|
| STREIT, PHYLLIS A. | Secretary | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| Name | Role | Address |
|---|---|---|
| STREIT, PHYLLIS A. | Treasurer | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| Name | Role | Address |
|---|---|---|
| STREIT, PHYLLIS A. | Chief Financial Officer | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| Name | Role | Address |
|---|---|---|
| EISENBEIS, ROBERT | Vice Chairman | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| Name | Role | Address |
|---|---|---|
| LOPEZ, DAISY G. | Vice President | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| MCNIVEN, MICHAEL | Vice President | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| HEALY, PATRICIA | Vice President | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| ECHEVARRIA, MARIBEL | Vice President | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| Name | Role | Address |
|---|---|---|
| Myers, Mark | Chief Operating Officer | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| Name | Role | Address |
|---|---|---|
| Lyle, Timothy | Chief Compliance Officer | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| Name | Role | Address |
|---|---|---|
| Sparks, David E | Chairman | 2 TAMIAMI TRAIL STE 303, ONE SARASOTA TOWER SARASOTA, FL 34236 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT ADDRESS CHANGED | 2023-10-30 | 50 CENTRAL AVENUE,, 8TH FLOOR,, SARASOTA, FL 34236 | No data |
| MERGER | 2018-04-18 | No data | CORPORATION WAS A MERGER RESULT. TOTAL NUMBER OF QUALIFIED CORPORATION(S) INVOLVED WAS 1. MERGER NUMBER 500000181075 |
| MERGER NAME CHANGE | 2018-04-18 | CUMBERLAND ADVISORS, INC. | CORPORATE NAME CHANGE WAS A RESULT OF A MERGER. |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-02-09 |
| ANNUAL REPORT | 2023-01-23 |
| ANNUAL REPORT | 2022-04-22 |
| ANNUAL REPORT | 2021-04-23 |
| ANNUAL REPORT | 2020-03-19 |
| ANNUAL REPORT | 2019-01-25 |
| Merger | 2018-04-18 |
| Domestic Profit | 2018-04-11 |
Date of last update: 18 Jan 2025
Sources: Florida Department of State
