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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| GA | RA | APPROVED | 2024-10-17 |
Branch Locations
400 Johnny Mercer Boulevard Suite F, Savannah, GA 31410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 04/2013 | 10/2024 |
| Commonwealth Financial Network | Waltham | MA | 10/2024 | 10/2025 |
| Coastline Complete Wealth | Savannah | GA | 10/2024 | 10/2025 |
| Lowcountry Wealth Group | Savannah | GA | 10/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2025 | Present |
1. Fixed insurance sales; Located at 444 Johnny Mercer Blvd, Ste C, Savannah, GA 31410, as of 10/17/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Lowcountry Wealth Group, LLC, a private entity established to facilitate securities, advisory, and insurance business; Located in Savannah, GA 31410, as of 10/17/2024; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-21 |
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