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Stuart, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-11-06 |
| FL | RA | APPROVED | 2009-07-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Palm Beach | FL | 03/2009 | Present |
| Raymond James Financial Services Advisors Inc. | Palm Beach | FL | 03/2009 | Present |
| Teach Wealth Management, Inc. | Palm City | FL | 05/2009 | 06/2021 |
| Teach Wealth Management | Stuart | FL | 06/2021 | Present |
Jeffery Teach is licensed as an independent insurance agent, non-investment related, negligible hours per month spent during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1981-10-16 |
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