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8825 Perimeter Park Blvd Suite 604, Jacksonville, FL 32216-1122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-05 |
Branch Locations
8825 Perimeter Park Blvd Suite 604, Jacksonville, FL 32216-1122 • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-16 |
| FL | RA | APPROVED | 2020-09-23 |
Branch Locations
8825 Perimeter Park Blvd Suite 604, Jacksonville, FL 32216 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Professionals, Inc./Atlantic Coast Financical Inv | San Antonio | TX | 05/2016 | 06/2017 |
| Compass Bank | Birmingham | AL | 06/2017 | 09/2020 |
| Bbva Investments | Jacksonville | FL | 06/2017 | 09/2020 |
| Rental Property | Jacksonville | FL | 01/2006 | 03/2019 |
| Raymond James Financial Services, Inc. | Jacksonville | FL | 09/2020 | Present |
| The Driscoll Group, Inc | Jacksonville | FL | 09/2020 | Present |
| The Driscoll Group, Inc. | Jacksonville | FL | 09/2020 | Present |
(1)Name of Business: The Driscoll Group, Inc Address: 8825 Perimeter Park Blvd Ste 604, Jacksonville, FL, 32216-1122, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 09/22/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Meet with clients to develop financial plan. Draft and present financial plan. (2)Name of Business: The Driscoll Group, Inc. Address: 8825 Perimeter Park Blvd Ste 604, Jacksonville, FL, 32216-1122, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/21/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Meet with clients to develop financial plan. Draft and present financial plan.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-04 |
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