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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-26 |
| FL | RA | APPROVED | 2023-02-03 |
Branch Locations
1354 N Laura St Suite 200, Jacksonville, FL 32206 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jax Federal Credit Union | Jacksonville | FL | 05/2006 | 02/2023 |
| Lpl Financial | Charlotte | NC | 05/2006 | 02/2023 |
| Commonwealth Financial Network | Waltham | MA | 02/2023 | Present |
| Advantis Wealth Partners | Jacksonville | FL | 02/2023 | Present |
1. Co-owner, Bishopgate Holdings, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 6/01/2022; 99% of time spent during business hours; Conducted at branch; Investment related. 2. Consultant, Prism Consulting Services; Located at 6971 Business Park Blvd North, Jacksonville, FL 32256, as of 4/01/2025; 5% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-18 |
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