One Sarasota Tower
2 N. Tamiami Trail, Suite 303
Sarasota, FL 34236

614 E. Landis Ave, Vineland, NJ 08360

(800) 257-7013
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ADV PART II
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spacer 7/30/2010 spacer David Kotok spacer Rocky Mountain Economic Summit spacer Multiple Sponsors spacer spacer
spacer 6/16/2010 spacer Peter Demirali spacer U.S. State and Local Government Debt Markets spacer Global Interdependence Center spacer spacer
spacer 4/30/2010 spacer John Mousseau spacer South Florida FPA Conference spacer FPA spacer spacer
spacer 4/30/2010 spacer David Kotok spacer South Florida FPA Conference spacer FPA spacer spacer
spacer 12/14/2009 spacer David Kotok and Bob Eisenbeis spacer Cumberland Advisors Special Reception spacer Cumberland Advisors spacer spacer
spacer 9/17/2009 spacer David Kotok spacer Morgan Stanley Smith Barney and Cumberland Advisors spacer Morgan Stanley Smith Barney spacer spacer
spacer 8/21/2009 spacer David Kotok spacer Annual Convention and Golf Tournament spacer Utah Association of Financial Services spacer n/a spacer
spacer 8/5/2009 spacer Peter Demirali spacer Global Financial Crisis 2009: Preparing for the Future spacer PLI Practising Law Institute spacer spacer
spacer 6/24/2009 spacer David Kotok spacer Investors and Advisory Board Meeting spacer First Priority Bank spacer n/a spacer
spacer 6/23/2009 spacer David Kotok spacer Business Forum spacer Liberty Bell Bank spacer n/a spacer
spacer 5/27/2009 spacer David Kotok spacer GIC/Bank of Zambia 2009 Food and Water Conference Series spacer Global Interdependence Center spacer n/a spacer
spacer 5/21/2009 spacer David Kotok spacer Board of Director's Meeting spacer Greater Philadelphia Area Chamber of Commerce spacer n/a spacer
spacer 5/10/2009 spacer David Kotok spacer 2009 Financial Markets Conference - Financial Innovation and Crises spacer Federal Reserve Board of Atlanta spacer n/a spacer
spacer 5/1/2009 spacer John Mousseau spacer 29th Annual South Florida FPA Conference spacer South Florida FPA spacer spacer
spacer 4/22/2009 spacer David Kotok spacer 2009 PMI Forum spacer Portfolio Management Institute spacer n/a spacer
spacer 4/1/2009 spacer David Kotok spacer Fishing Financial Markets for the Big One spacer Charlotte Economics Club and CFA NC Society spacer n/a spacer
spacer 3/31/2009 spacer David Kotok spacer Rotary Annual Meeting spacer Vineland Rotary spacer n/a spacer
spacer 3/10/2009 spacer David Kotok spacer Investment Symposium spacer CFA Society, Tampa Bay spacer n/a spacer
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