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Bradley Scott Yochum

Investment adviser representative at Cnl Educational Institute, LLC
10 yearsExperience
1 stateRegistered in
$0Firm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Other

Experience

10 years in the industry.

  1. Cnl Educational Institute, LLCJun 2019 to now
  2. Cnl Securities CorpJul 2018 to now
  3. Cnl Financial GroupAug 2016 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019
  • Series 63 · Uniform Securities Agent State Law2023

State registrations

Registered as an investment adviser representative in 1 state (FL).

Cnl Educational Institute, LLC

$0Assets managed
0Clients
4Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6232818
Firm CRD
175137
Advisor's SEC record (opens in a new tab)
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