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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-04 |
Branch Locations
20 3Rd Street S.W. Suite 301, Winter Haven, FL 33880 • United States
Winter Haven, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J Phillips Investments | Winter Haven | FL | 06/2019 | Present |
| Unemployeed | Winter Haven | FL | 06/2015 | 05/2019 |
| Commonwealth Financial Network | Waltham | MA | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-23 |
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