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Regan Joseph Flaherty

Proathlete Wealth Management LLC

Boca Raton, FL

Nashville, TN

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Current Employers
Proathlete Wealth Management Llc

4401 N. Federal Highway, Suite 201, Boca Raton, FL 33431 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
TN RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01
  • TN RA
    APPROVED
    Since 2025-01-01

Branch Locations

4401 N. Federal Highway, Suite 201, Boca Raton, FL 33431 • United States

Nashville, TN • 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
Raymond James & Associates Portland ME 08/2015 06/2017
Wells Fargo Clearing Services Llc Portland ME 06/2017 03/2020
Awm Capital, Llc Phoenix AZ 04/2020 12/2020
Mai Capital Reston VA 04/2021 12/2021
Unemployed Scottsdale AZ 01/2021 03/2021
Proathlete Wealth Management Llc Nashville TN 03/2022 Present
Peak Brokerage Services, Llc Jupiter FL 03/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-10
  • S66 Uniform Combined State Law Examination
    2015-11-10
Designations
Other Names
  • Regan Flaherty
  • Regan Joseph Flaherty

View on SEC IAPD

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Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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