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Deena L Jones

Fogel Capital Management Inc

Stuart, FL

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Current Employers
Fogel Capital Management Inc

453 Riverside Drive, Stuart, FL 34994 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31

Branch Locations

453 Riverside Drive, Stuart, FL 34994 • 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
Advanced Auto Parts Jupiter FL 11/2015 09/2016
Harbor Community Bank Ft. Pierce FL 09/2016 01/2018
Suntrust Bank Delray Beach FL 01/2018 07/2018
Fogel Capital Management, Inc Stuart FL 08/2018 Present
  • 11/2015 → 09/2016
    Advanced Auto Parts
    Jupiter, FL
  • 09/2016 → 01/2018
    Harbor Community Bank
    Ft. Pierce, FL
  • 01/2018 → 07/2018
    Suntrust Bank
    Delray Beach, FL
  • 08/2018 → Present
    Fogel Capital Management, Inc
    Stuart, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-13
  • S65 Uniform Investment Adviser Law Examination
    2019-02-13

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC. · STUART, FL
JANNEY MONTGOMERY SCOTT LLC · STUART, FL
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DAYMARK WEALTH PARTNERS, LLC · STUART, FL
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