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972 International Parkway, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reed And Company, Chartered | Boca Raton | FL | 12/1991 | Present |
| Treasure Coast Financial Services | Stuart | FL | 11/2004 | Present |
| Invest Financial Corporation | Stuart | FL | 07/2007 | Present |
| Lpl Financial Llc | Stuart | FL | 02/2018 | Present |
| Collaborative Wealth Management, Inc. | Lake Mary | FL | 01/2019 | Present |
1. 02/14/2018 - REED AND COMPANY - Investment Related - 6751 N. FEDERAL HIGHWAY, #201, BOCA RATON, FL 33487 - Tax Prep/Accounting/CPA - Owner - Start Date 12/1990 - Time Spent 100%. 2. 02/14/2018 - Boca Raton Christian School - Not Investment Related - 5120 N Federal Hwy Fort Lauderdale, FL 33308-3814 - Outside/W-2 Employment - Coach - Start Date 2008 - Time Spent 5%. 3. 02/14/2018 - TREASURE COAST FINANCIAL SERVICES, INC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-14 |
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