Inactive

Joseph Gary Cruzan

Cruzan & Associates LLC

Claim This Profile

Current Employers

Cruzan & Associates Llc

Jupiter, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-07-29
PA	RA	APPROVED	2013-08-06

FL RA
APPROVED

Since 2026-07-29
PA RA
APPROVED

Since 2013-08-06

Branch Locations

Jupiter, FL • 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

Organization	City	State	From	To
Cruzan & Associates Iic	Jupiter	FL	11/2019	Present
Cruzan & Associates,Inc	Yardley	PA	09/1996	10/2019

11/2019 → Present

Cruzan & Associates Iic

Jupiter, FL
09/1996 → 10/2019

Cruzan & Associates,Inc

Yardley, PA

Previous Registrations

2011-09-13 → 2013-08-01

Wells Fargo Clearing Services, Llc

Yardley, PA
2009-09-09 → 2011-09-01

Morgan Stanley

Yardley, PA
2009-06-01 → 2009-10-07

Avantax Advisory Services

Yardley, PA

Other Businesses

Gary Cruzan maintains his real estate broker license, although he is not currently actively practicing as a real estate broker at this time.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-04-24
S63	Uniform Securities Agent State Law Examination	2008-09-12

S65 Uniform Investment Adviser Law Examination

2009-04-24
S63 Uniform Securities Agent State Law Examination

2008-09-12

View on SEC IAPD

More in Jupiter, FL

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor