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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winskie Financial Group | Vidalia | GA | 01/2010 | Present |
| Mass Mutual | Statesboro | GA | 03/2012 | 08/2024 |
| Mml Investors Services | Statesboro | GA | 05/2012 | 08/2024 |
| Savannah Wealth Group | Statesboro | GA | 04/2021 | Present |
| Commonwealth Financial Network | Waltham | GA | 08/2024 | Present |
1. Co-owner, SWG Insurors, LLC, a private entity created for reviewing and analyzing clients' homeowner, auto (property and casualty insurance), as of 04/2024; 1% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; Located in Savannah, GA, as of 04/2024, 1% of time spent during business hours; Conducted at branch location; Investment related. 3. Fixed insurance sales; Located in Savannah, GA, as of 08/09/2024, 1% of time spent during business hours; Conducted at branch location; Investment related. 4. Owner, Winskie Financial Group Inc., a private entity established to facilitate insurance business; Located in Savannah, GA, as of 08/09/2024; 1% of time spent during business hours; Conducted at branch; Investment related. 5. Co-owner, Savannah Wealth Group, a private entity established to facilitate securities, advisory, and insurance business; Located in Savannah, GA, as of 11/07/2022; 90% of time spent during business hours; Conducted at branch; Investment related. 6. Co-owner, Winskie Rentals, an sole prop created for the purpose of owning private property in Statesboro, GA and Milledgeville, GA, as of 2021; 1% of time spent during business hours; Not conducted at branch; Investment related. 7. Co-owner, JWJW Properties, LLC, a private entity created for the purpose of owning private property in Statesboro, GA, as of 06/06/2024; 1% of time spent during business hours; Conducted at branch; Investment related. 8. Co-owner, SWG RE Holdings, LLC; an entity created for the purpose of owning real estate at Statesboro GA , as of 11/24/2025; 0% time spent during business hours; Not conducted at branch; Investment related. 9. Co-owner, BRW Capital, LLC; private entity established to own and operate mobile dog grooming vans; Located in Atlanta, GA; as of 8/01/2026; 2% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-01 |
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