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Michael E Armistead

David Vaughan Investments, LLC

Winter Park, FL

Peoria, IL

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Current Employers
David Vaughan Investments, Llc

5823 N Forest Park Drive, Peoria, IL 61614-3559 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-16
FL RA APPROVED 2022-08-16
IL RA APPROVED 2022-08-01
  • TX RA
    APPROVED
    Since 2024-04-16
  • FL RA
    APPROVED
    Since 2022-08-16
  • IL RA
    APPROVED
    Since 2022-08-01

Branch Locations

399 Carolina Avenue Suite 110, Winter Park, FL 32789 • United States

5823 N Forest Park Drive, Peoria, IL 61614-3559 • 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
Charles Schwab & Co.,Inc Orlando FL 08/2010 07/2022
Schwab Private Client Investment Advisory, Inc Orlando FL 02/2017 07/2022
David Vaughan Investments, Llc Peoria IL 07/2022 Present
  • 08/2010 → 07/2022
    Charles Schwab & Co.,Inc
    Orlando, FL
  • 02/2017 → 07/2022
    Schwab Private Client Investment Advisory, Inc
    Orlando, FL
  • 07/2022 → Present
    David Vaughan Investments, Llc
    Peoria, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-09
S63 Uniform Securities Agent State Law Examination 2012-10-15
  • S66 Uniform Combined State Law Examination
    2015-06-09
  • S63 Uniform Securities Agent State Law Examination
    2012-10-15
Designations
Other Names
  • Michael E Armistead
  • Michael Eugene Armistead

View on SEC IAPD

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EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
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PFS INVESTMENTS INC. · WINTER PARK, FL

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