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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-31 |
| GA | RA | APPROVED | 2024-06-21 |
Branch Locations
340 Eisenhower Drive Building 1400, Ste. B, Savannah, GA 31406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2014 | 06/2024 |
| Commonwealth Financial Network | Waltham | MA | 06/2024 | 12/2025 |
| Sandlapper Wealth Advisory Llc | Savannah | GA | 06/2024 | Present |
| Coastline Complete Wealth | Savannah | GA | 06/2024 | 10/2025 |
| Commonwealth Financial Network | Waltham | MA | 12/2025 | Present |
1. Fixed insurance sales; as of 6/20/2024; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Sandlapper Wealth Advisory LLC a private entity established to facilitate securities, advisory, and insurance business; Located in Savannah, GA, as of 05/22/2024; 90% time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-07 |
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