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Current Employers
Eversource Wealth Advisors, Llc

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-15
  • FL RA
    APPROVED
    Since 2025-10-15

Branch Locations

33601 East Lake Joanna Drive, Eustis, FL 32736 • United States

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

1502 N. Donnelly Street, Suite 106B, Mount Dora, FL 32757 • United States

255 S. Orange Avenue, Suite 1800, Orlando, FL 32801 • 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
Auburn University Auburn AL 08/2016 05/2020
Quality Land Services, Inc. Umtilla FL 05/2018 08/2018
Bolt Movers Auburn AL 05/2020 10/2020
Auburn Naval Rotc Unit Auburn AL 05/2020 09/2020
U.S. Navy San Diego CA 11/2023 11/2023
U.S. Navy Seattle WA 05/2024 05/2025
Eversource Wealth Advisors, Llc Eustis FL 05/2025 Present
U.S. Navy Norfolk VA 10/2020 11/2023
U.S. Navy Seattle WA 12/2023 12/2023
U.S. Navy Norfolk VA 01/2024 02/2024
U.S. Navy Seattle WA 03/2024 03/2024
U.S. Navy Newport RI 04/2024 04/2024
  • 08/2016 → 05/2020
    Auburn University
    Auburn, AL
  • 05/2018 → 08/2018
    Quality Land Services, Inc.
    Umtilla, FL
  • 05/2020 → 10/2020
    Bolt Movers
    Auburn, AL
  • 05/2020 → 09/2020
    Auburn Naval Rotc Unit
    Auburn, AL
  • 11/2023 → 11/2023
    U.S. Navy
    San Diego, CA
  • 05/2024 → 05/2025
    U.S. Navy
    Seattle, WA
  • 05/2025 → Present
    Eustis, FL
  • 10/2020 → 11/2023
    U.S. Navy
    Norfolk, VA
  • 12/2023 → 12/2023
    U.S. Navy
    Seattle, WA
  • 01/2024 → 02/2024
    U.S. Navy
    Norfolk, VA
  • 03/2024 → 03/2024
    U.S. Navy
    Seattle, WA
  • 04/2024 → 04/2024
    U.S. Navy
    Newport, RI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-24
  • S65 Uniform Investment Adviser Law Examination
    2025-09-24

View on SEC IAPD

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