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Michael Eugene Schmidt

Avalon

West Palm Beach, FL

Boca Raton, FL

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Current Employers
Avalon

980 North Federal Highway #110, Boca Raton, FL 33432 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-09-25
FL RA APPROVED 2025-03-07
TX RA APPROVED 2025-03-04
  • LA RA
    APPROVED
    Since 2025-09-25
  • FL RA
    APPROVED
    Since 2025-03-07
  • TX RA
    APPROVED
    Since 2025-03-04

Branch Locations

West Palm Beach, FL • United States

980 North Federal Highway #110, Boca Raton, FL 33432 • 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
Seacoast Bank Stuart FL 10/2010 11/2023
Js Family West Palm Beach FL 11/2023 02/2025
Rowe Wealth Management Llc D/B/A Avalon Boca Raton FL 02/2025 Present
Rowe Wealth Management Llc D/B/A Avalon Boca Raton FL 05/2025 Present
  • 10/2010 → 11/2023
    Seacoast Bank
    Stuart, FL
  • 11/2023 → 02/2025
    Js Family
    West Palm Beach, FL
  • 02/2025 → Present
    Rowe Wealth Management Llc D/B/A Avalon
    Boca Raton, FL
  • 05/2025 → Present
    Rowe Wealth Management Llc D/B/A Avalon
    Boca Raton, FL
Previous Registrations
  • 2001-03-09 → 2008-03-04
    Coastal Asset Management
    Hypoluxo, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-02-02
S63 Uniform Securities Agent State Law Examination 1993-12-17
  • S65 Uniform Investment Adviser Law Examination
    2001-02-02
  • S63 Uniform Securities Agent State Law Examination
    1993-12-17
Designations
Other Names
  • Michael Eugene Schmidt
  • Michael Eugene Schmidt
  • Jeanette Sanchez

View on SEC IAPD

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