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Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-08-12
  • GA RA
    APPROVED
    Since 2024-08-12

Branch Locations

502 Gentilly Rd, Statesboro, GA 30458 • 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
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
  • 01/2010 → Present
    Winskie Financial Group
    Vidalia, GA
  • 03/2012 → 08/2024
    Mass Mutual
    Statesboro, GA
  • 05/2012 → 08/2024
    Mml Investors Services
    Statesboro, GA
  • 04/2021 → Present
    Savannah Wealth Group
    Statesboro, GA
  • 08/2024 → Present
    Waltham, GA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-18
S63 Uniform Securities Agent State Law Examination 2001-11-01
  • S65 Uniform Investment Adviser Law Examination
    2017-01-18
  • S63 Uniform Securities Agent State Law Examination
    2001-11-01
Other Names
  • James R Winskie

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