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James Jacob Oswald

Haven Private

Orlando, FL

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Current Employers
Haven Private

976 Lake Baldwin Lane Suite 201, Orlando, FL 32814 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-21
  • FL RA
    APPROVED
    Since 2024-11-21

Branch Locations

976 Lake Baldwin Lane Suite 201, Orlando, FL 32814 • 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
Leading Edge Financial Planning Wichita KS 07/2021 03/2023
Financial Benefits Incorporated Wichita KS 04/2021 03/2022
Aflac Wichita KS 05/2020 07/2021
Db&A Consutling Dallas TX 07/2019 05/2020
Spirit Aerosystems Wichita KS 10/2017 07/2019
Us Army Savannah GA 06/2008 09/2017
Gambin Financial Group Orlando FL 03/2023 12/2023
Gfg Solutions Orlando FL 12/2023 10/2024
Haven Private, Llc Orlando FL 10/2024 Present
Intentionalize, Llc Orlando FL 06/2025 Present
Enclave Risk Management, Llc Orlando FL 10/2024 Present
  • 07/2021 → 03/2023
    Leading Edge Financial Planning
    Wichita, KS
  • 04/2021 → 03/2022
    Financial Benefits Incorporated
    Wichita, KS
  • 05/2020 → 07/2021
    Aflac
    Wichita, KS
  • 07/2019 → 05/2020
    Db&A Consutling
    Dallas, TX
  • 10/2017 → 07/2019
    Spirit Aerosystems
    Wichita, KS
  • 06/2008 → 09/2017
    Us Army
    Savannah, GA
  • 03/2023 → 12/2023
    Gambin Financial Group
    Orlando, FL
  • 12/2023 → 10/2024
    Gfg Solutions
    Orlando, FL
  • 10/2024 → Present
    Haven Private, Llc
    Orlando, FL
  • 06/2025 → Present
    Intentionalize, Llc
    Orlando, FL
  • 10/2024 → Present
    Enclave Risk Management, Llc
    Orlando, FL
Previous Registrations
  • 2024-10-11 → 2024-10-25
    Gfg Solutions
    Orlando, FL
  • 2024-03-29 → 2024-10-08
    Gfg Solutions
    Orlando, FL
  • 2022-03-01 → 2023-03-01
    Stewardright
    Wichita, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-24
  • S65 Uniform Investment Adviser Law Examination
    2022-02-24

View on SEC IAPD

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