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14255 Us Highway 1 Suite 240, Juno Beach, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2005-10-13 |
Branch Locations
14255 Us Highway 1 Suite 240, Juno Beach, FL 33408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roy E. Wiley, Cpa | Jupiter | FL | 02/1992 | Present |
| Covenant Financial & Tax, Inc. Dba Smartplan Financial Services | Jupiter | FL | 06/1994 | Present |
| Financial Planning Counselors, Inc. Dba Smartplan Investing | Jupiter | FL | 01/2010 | Present |
FLORIDA LICENSED INSURANCE AGENT LESS THAN 10 HOURS PER MONTH, FLORIDA LICENSED SINCE 05/1992, NOT INVESTMENT-RELATED, 711 W INDIANTOWN RD., JUPITER, FL, INSURANCE SALES. FLORIDA CPA AND OWNER OF COVENANT FINANCIAL, P.A. NOT INVESTMENT RELATED, 711 W INDIANTOWN ROAD, C5, JUPITER, FL 33458. TAX, ACCOUNTING, AND PAYROLL SERVICES. OWNER AND PRESIDENT, STARTED IN 1993. HOURS VARY DEPENDING ON TIME OF YEAR. CAN BE 5 TO 40 HOURS PER WEEK. HOURS DEVOTED DURING SECURITIES TRADING HOURS LESS THAN 20. TAX PREPARATION AND PLANNING, IRS PROBLEM SOLVING AND IRS CORRESPONDENCE WHEN NECESSARY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1982-06-30 |
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