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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-07-02 |
Branch Locations
1354 N Laura St Suite 200, Jacksonville, FL 32206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jacksonville Academy Of Gymnastics | Jacksonville | FL | 08/2011 | Present |
| Commonwealth Financial Network - Total Business Planning | Jacksonville | FL | 01/2014 | Present |
| Advantis Wealth Partners | Jacksonville | FL | 09/2024 | Present |
1. Fixed insurance sales; as of 11/26/2018; Approximately 15% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Gymnastics coach. Not investment related. Not conducted at branch location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-01 |
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