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Current Employers
Treasure Coast Financial Planning, Inc.

545 Beachland Blvd, Vero Beach, FL 32963 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-04
FL RA APPROVED 2025-09-15
  • TX RA
    APPROVED
    Since 2025-11-04
  • FL RA
    APPROVED
    Since 2025-09-15

Branch Locations

545 Beachland Blvd, 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
Treasure Coast Financial Planning, Inc. Vero Beach FL 11/2024 12/2025
James P. Mchugh, Llc Vero Beach FL 04/2023 11/2024
New Age Business Solutions Vero Beach FL 04/2023 08/2023
Acxiom Conway AR 02/2021 02/2023
Ibuyer.cOm Vero Beach FL 05/2019 02/2021
Charles Brooks Holding Company Vero Beach FL 05/2019 02/2021
Florida Tech Internal Audit Student Organization Melbourne FL 08/2019 07/2020
Phi Kappa Phi Melbourne FL 05/2019 07/2020
Institute Of Internal Auditors - Fl Space Coast Chapter Melbourne FL 04/2019 07/2020
Florida Institute Of Technology Melbourne FL 08/2016 12/2018
Florida Institute Of Technology Melbourne FL 01/2019 06/2020
St. Helen Catholic Church Vero Beach FL 04/2024 02/2026
Florida Institute Of Technology, Becker Professional Education Melbourne FL 05/2018 05/2019
Treasure Coast Financial Planning, Inc. Vero Beach FL 12/2025 Present
  • 11/2024 → 12/2025
    Vero Beach, FL
  • 04/2023 → 11/2024
    James P. Mchugh, Llc
    Vero Beach, FL
  • 04/2023 → 08/2023
    New Age Business Solutions
    Vero Beach, FL
  • 02/2021 → 02/2023
    Acxiom
    Conway, AR
  • 05/2019 → 02/2021
    Ibuyer.cOm
    Vero Beach, FL
  • 05/2019 → 02/2021
    Charles Brooks Holding Company
    Vero Beach, FL
  • 08/2019 → 07/2020
    Florida Tech Internal Audit Student Organization
    Melbourne, FL
  • 05/2019 → 07/2020
    Phi Kappa Phi
    Melbourne, FL
  • 04/2019 → 07/2020
    Institute Of Internal Auditors - Fl Space Coast Chapter
    Melbourne, FL
  • 08/2016 → 12/2018
    Florida Institute Of Technology
    Melbourne, FL
  • 01/2019 → 06/2020
    Florida Institute Of Technology
    Melbourne, FL
  • 04/2024 → 02/2026
    St. Helen Catholic Church
    Vero Beach, FL
  • 05/2018 → 05/2019
    Florida Institute Of Technology, Becker Professional Education
    Melbourne, FL
  • 12/2025 → Present
    Vero Beach, FL
Other Businesses

CPA; Investment-Related; Vero Beach, FL; CPA; Tax & Financial Planning Assistant; 6/18/2025; 60 hrs/mo; 60 hrs/mo during securities trading hours; Duties are assisting with financial planning and tax preparation/planning.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-10
  • S65 Uniform Investment Adviser Law Examination
    2025-09-10
Other Names
  • Ryan P Fink

View on SEC IAPD

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