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750 Se Indian St., Stuart, FL 34997 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Juniper | FL | 04/2020 | 05/2021 |
| Family Heritage Division Globe Life | Bloomington | MN | 11/2017 | 04/2020 |
| Aflac | Los Angeles | CA | 02/2016 | 12/2017 |
| Bank Of America, N.A. | Jupiter | FL | 07/2020 | 05/2021 |
| Raymond James & Associates, Inc. | Palm Beach Gardens | FL | 05/2021 | 04/2024 |
| Burleigh And Associates, Llc Dba Peak Capital Management | Stuart | FL | 04/2024 | Present |
Independent Licensed Insurance Agent ; investment related;750 SE Indian St., Stuart, FL 34997; Insurance and Annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-31 |
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