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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-09-19
  • NC RA
    APPROVED
    Since 2024-09-19

Branch Locations

712 Bridges Street, Morehead City, NC 28557 • 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
The Botsford Group Atlanta GA 03/2007 08/2024
Lpl Financial Llc Morehead City NC 05/2012 08/2024
Stratos Wealth Partners, Ltd Atlanta GA 03/2013 10/2017
Merit Financial Group, Llc (Dba: Merit Financial Advisors) Morehead City NC 10/2017 09/2024
Lifestyle Planning Solutions, Llc Frisco TX 06/2012 08/2024
Pks Investments Albany NY 08/2024 09/2024
Commonwealth Financial Network Waltham MA 09/2024 Present
Atlantic Wealth Management, Llc Morehead City NC 09/2024 Present
  • 03/2007 → 08/2024
    The Botsford Group
    Atlanta, GA
  • 05/2012 → 08/2024
    Morehead City, NC
  • 03/2013 → 10/2017
    Atlanta, GA
  • 10/2017 → 09/2024
    Merit Financial Group, Llc (Dba: Merit Financial Advisors)
    Morehead City, NC
  • 06/2012 → 08/2024
    Lifestyle Planning Solutions, Llc
    Frisco, TX
  • 08/2024 → 09/2024
    Pks Investments
    Albany, NY
  • 09/2024 → Present
    Waltham, MA
  • 09/2024 → Present
    Atlantic Wealth Management, Llc
    Morehead City, NC
Previous Registrations
  • 2017-10-31 → 2024-10-04
    Morehead City, NC
    Alpharetta, GA
  • 2013-02-28 → 2017-10-31
    Atlanta, GA
  • 2015-06-17 → 2017-10-31
    Lifestyle Planning Solutions, Llc
    Atlantic Beach, NC
    Alpharetta, GA
  • 2012-05-14 → 2015-10-28
    Atlanta, GA
    San Diego, CA
    Atlanta, GA
    Alpharetta, GA
    Morehead City, NC
    Morehead City, NC
    Alpharetta, GA
  • 2010-05-06 → 2012-05-08
    Commerce Wealth Advisers, Llc
    Atlanta, GA
  • 2007-05-04 → 2010-05-07
    Fsc Securities Corporation
    Atlanta, GA
  • 2004-09-15 → 2007-04-23
    Durham, NC
    Durham, NC
  • 2003-01-17 → 2004-08-31
    Morgan Stanley Dw Inc.
    Raleigh, NC
  • 2002-04-16 → 2003-01-24
    Durham, NC
Other Businesses

1. Fixed insurance sales; as of 7/29/2026; 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-03-04
S63 Uniform Securities Agent State Law Examination 2001-10-22
  • S65 Uniform Investment Adviser Law Examination
    2002-03-04
  • S63 Uniform Securities Agent State Law Examination
    2001-10-22
Designations
Other Names
  • Jennifer Ann Cox

View on SEC IAPD

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