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Winter Garden, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-23 |
| FL | RA | APPROVED | 2018-02-14 |
Branch Locations
9841 Washingtonian Blvd Suite #200, Gaithersburg, MD 20878 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-24 |
| FL | RA | APPROVED | 2023-06-13 |
| MD | RA | APPROVED | 2023-06-01 |
Branch Locations
Winter Garden, FL • United States
9841 Washingtonian Blvd Suite #200, Gaithersburg, MD 20878 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Washington | DC | 06/2009 | 01/2018 |
| Ocean Breeze Wealth Llc | Winter Garden | FL | 01/2018 | Present |
| Sherman Wealth Management | Winter Garden | FL | 05/2022 | Present |
the name of the other business; Sherman Wealth Management whether the business is investment-related; Investment Related the address of the other business; 4440 PGA Blvd - Suite 600 Palm Beach Gardens, FL 33410 the nature of the other business; Investments/Financial Planning your position; title, or relationship with the other business; Paraplanner the start date of your relationship; 05/2022 the approximate number of hours/month you devote to the other business; 34 hours or less per month or 20% or less the number of hours you devote to the other business during securities trading hours; 34 hours or less per month or 20% or less and briefly describe your duties relating to the other business Data Gathering and Organization, Financial Plan Preparation, Research and Analysis
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-15 |
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