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Current Employers
Treasure Coast Financial Planning, Inc.

545 Beachland Blvd, Vero Beach, FL 32963 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-03
TX RA APPROVED 2025-11-17
  • FL RA
    APPROVED
    Since 2025-12-03
  • TX RA
    APPROVED
    Since 2025-11-17

Branch Locations

545 Beachland Blvd, Vero Beach, FL 32963 • 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
Treasure Coast Financial Planning, Inc. Vero Beach FL 06/2009 Present
Treasure Coast Financial Planning, Inc. Vero Beach FL 01/2023 Present
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-17
  • S65 Uniform Investment Adviser Law Examination
    2025-11-17
Other Names
  • Angela D Johnson

View on SEC IAPD

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