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8075 Gate Parkway West Suite #101, Jacksonville, FL 32216 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-22 |
| TN | RA | APPROVED | 2026-04-14 |
Branch Locations
8075 Gate Parkway West Suite #101, Jacksonville, FL 32216 • United States
Nashville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wake Forest University | Winston-Salem | NC | 08/2015 | 07/2019 |
| Red Ventures | Fort Mill | SC | 07/2019 | 06/2022 |
| Rvo Health | Fort Mill | SC | 06/2022 | 03/2023 |
| Mindbodygreen | Miami | FL | 03/2023 | 12/2024 |
| Jacksonville Wealth Management | Jacksonville | FL | 01/2025 | Present |
| Lpl Financial | Jacksonville | FL | 12/2025 | Present |
| Jacksonville Wealth Management, Llc | Jacksonville | FL | 04/2026 | Present |
1- 11/2025 / Jacksonville Weaith Management /8075 Gate Parkway West, Suite 101, Jacksonville, FL 32216/ DBA for LPL Business (entity for LPL business) / investment related / 160 hrs mnth / start 12/15/2024 / operations and client services associate (coordinate client communications like newsletters, schedule meetings, etc.) 2- 11/2025 / Fora Travel / remote/ non investment related / 1 hrs mnth / start 1/1/2025 / remote, independent contractor travel advisor (providing travel recommendations)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-17 |
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