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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-11-03 |
| TX | RA | APPROVED | 2015-09-23 |
Branch Locations
4101 Parkstone Heights Suite 260, Austin, TX 78746 • United States
752 Oglethorpe Ave Suite 2, St Simons Island, GA 31522 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2009 | Present |
| Austin Financial Partners | Austin | TX | 09/2015 | 05/2017 |
| Planwise Financial Group | Austin | TX | 03/2018 | Present |
1. Sole Owner, Jessica M. Blood, LLC doing business as PlanWise Financial Group, a private entity established to facilitate securities, advisory, and insurance business and for personal taxation purposes; As of 03/29/2018; Approximately 90% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Fixed insurance sales; As of 09/15/2015; Approximately 1% time spent during securities trading hours per month; Conducted at branch location; Investment related. 3. Co-Owner of a residential rental property located in Austin, TX; As of 05/22/20; 0% time spent during regular business hours; Not conducted at branch; Investment related. 4. Co-owner, Parkstone PW, LLC, an entity created for the purpose of owning & managing office real estate at 4101 Parkstone Heights Dr. Suite 260, Austin, TX 78746, as of 8/12/2022; 0% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-24 |
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