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Current Employers
Rehmann Wealth

4086 Legacy Parkway, Lansing, MI 48911-4261 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-06
  • FL RA
    APPROVED
    Since 2025-01-06

Branch Locations

4086 Legacy Parkway, Lansing, MI 48911-4261 • United States

5070 Highway A1A Suite 250, Vero Beach, FL 32963 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sun Trust Bank Vero Beach FL 07/2016 06/2023
Suntrust Investment Services, Inc. Atlanta GA 08/2016 06/2023
Suntrust Advisory Services, Inc. Atlanta GA 02/2017 06/2023
Rehmann Financial Network, Llc Vero Beach FL 07/2023 Present
  • 07/2016 → 06/2023
    Sun Trust Bank
    Vero Beach, FL
  • 08/2016 → 06/2023
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 02/2017 → 06/2023
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 07/2023 → Present
    Rehmann Financial Network, Llc
    Vero Beach, FL
Previous Registrations
Other Businesses

1. Rehmann Financial Network, LLC; Investment related: Yes; Address: 5070 Highway A1A, Suite 250, Vero Beach, FL 32963; Nature: LLC; Position: Registered Rep; Start Date: 7/2023; Hrs per month: 160; Securities Hrs per month: 160; Duties: Acting as a registered rep of the broker dealer 2. Rehmann Capital Advisory Group; Investment related: Yes; Address: 5070 Highway A1A, Suite 250, Vero Beach, FL 32963; Nature: LLC; Position: Financial Advisor; Start Date: 7/2023; Hrs per month: 160; Securities Hrs per month: 160; Duties: Providing financial advisor to clients of the RIA 3. Rehmann Insurance Group, LLC; Investment related: Yes; Address: 5070 Highway A1A, Suite 250, Vero Beach, FL 32963; Nature: LLC; Position: Licensed Producer; Start Date: 7/2023; Hrs per month: 40; Securities Hrs per month: 40; Duties: Licensed producer affiliated with the agency

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-13
S63 Uniform Securities Agent State Law Examination 2001-08-10
  • S66 Uniform Combined State Law Examination
    2017-02-13
  • S63 Uniform Securities Agent State Law Examination
    2001-08-10

View on SEC IAPD

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