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823 Se Osceola St, Stuart, FL 34994 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-07 |
| FL | RA | APPROVED | 2018-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Real Estate | Stuart | FL | 12/2018 | 04/2021 |
| Insurance-Non Variable | Hobe Sound | FL | 06/2008 | 07/2020 |
| Fogel Capital Management Inc. | Stuart | FL | 05/2010 | 08/2017 |
| Great Lakes & Atlantic Wealth Management | Charlotte | NC | 08/2017 | 06/2018 |
| Chapman Capital Advisors | Stuart | FL | 08/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-17 |
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