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545 Beachland Blvd, Vero Beach, FL 32963 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-03 |
| TX | RA | APPROVED | 2025-11-17 |
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 | 06/2009 | Present |
| Treasure Coast Financial Planning, Inc. | Vero Beach | FL | 01/2023 | Present |
Investment-Related; Port St. Lucie, FL; Rental Property; Joint Owner/Landlord; 12/1/2015; 2 hrs/yr; 0 hrs/yr; Duties are creation and delivery of new lease agreement.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-17 |
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