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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-23
  • FL RA
    APPROVED
    Since 2025-12-23

Branch Locations

7077 Bonneval Road, Suite 450, Jacksonville, FL 32216 • 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
Aegis Consulting Group, Llc Jacksonville FL 01/2025 06/2025
Aegis Consulting Group, Llc Jacksonville FL 07/2025 Present
Target Corporation Jacksonville FL 06/2021 12/2021
Twin Lakes Academy Middle Jacksonville FL 08/2014 05/2017
Atlantic Coast High School Jacksonville FL 08/2017 05/2021
University Of North Florida Jacksonville FL 08/2021 05/2025
Commonwealth Financial Network Waltham MA 07/2025 Present
  • 01/2025 → 06/2025
    Aegis Consulting Group, Llc
    Jacksonville, FL
  • 07/2025 → Present
    Aegis Consulting Group, Llc
    Jacksonville, FL
  • 06/2021 → 12/2021
    Target Corporation
    Jacksonville, FL
  • 08/2014 → 05/2017
    Twin Lakes Academy Middle
    Jacksonville, FL
  • 08/2017 → 05/2021
    Atlantic Coast High School
    Jacksonville, FL
  • 08/2021 → 05/2025
    University Of North Florida
    Jacksonville, FL
  • 07/2025 → Present
    Waltham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-30
  • S66 Uniform Combined State Law Examination
    2025-06-30

View on SEC IAPD

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