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545 Beachland Blvd, Vero Beach, FL 32963 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-04 |
| FL | RA | APPROVED | 2025-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-10 |
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