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Vero Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| MA | RA | APPROVED | 2018-06-28 |
| TX | RA | APPROVED_RES | 2011-01-25 |
| GA | RA | APPROVED | 2007-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peachtree Investment Partners, Llc | Vero Beach | FL | 01/2007 | Present |
1) Pace Academy, Non-Investment Related, 966 W. Paces Ferry Road NW, Atlanta, GA 30327, Grade K-12 Private School, Life Trustee, 6/2012, Less than 5 hours per year, 0 hours per year during trading hours. 2) Tabor Academy, Non-Investment Related, 66 Spring Street, Marion, MA 02738, Grade 9-12 Private School, Member of Board of Trustees, 5/2013, Approximately 3 days per year, approximately 8 hours per year during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-09 |
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