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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-03-03
  • FL RA
    APPROVED
    Since 2023-03-03

Branch Locations

7077 Bonneval Road, Suite 450, Jacksonville, FL 32216 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation Jacksonville FL 06/1998 03/2023
Commonwealth Financial Network Waltham MA 03/2023 Present
Aegis Consulting Jacksonville FL 03/2023 Present
  • 06/1998 → 03/2023
    Lincoln Financial Advisors Corporation
    Jacksonville, FL
  • 03/2023 → Present
    Waltham, MA
  • 03/2023 → Present
    Aegis Consulting
    Jacksonville, FL
Previous Registrations
  • 1998-06-01 → 2023-03-01
    Osaic Fa, Inc.
    Jacksonville, FL
    Jacksonville, FL
Other Businesses

1.Co-Owner, Aegis Consulting Group, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 01/26/2023; 10% of time spent during business hours; Conducted at branch; Investment related. 2.Owner, Wealth Management of Jacksonville, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 10/04/2013; 100% of time spent during business hours; Conducted at branch; Investment related. 3.Fixed insurance sales; as of 01/26/2023; 40% of time spent during business hours; Conducted at branch location; Investment related. 4.Co-Owner, MPMLK, LLC, an entity created for the purpose of buying and managing residential real estate in St. Augustine, FL, as of 03/03/2022; 3% of time spent during business hours; Not Conducted at branch; Investment related. 5.Owner, The i Group, LLC, an entity created for the purpose of managing residential real estate at 109 Cedar Street, St. Augustine, FL 32084, as of 05/2003; 1% time spent during business hours; Not conducted at branch; Investment related. 6. Co-Owner, MP Grandview, LLC; an entity created for the purpose of buying and managing residential real estate at 519 Grandview Ave, Pittsburgh, PA 15211, as of 05/20/2025; 0% time spent during business hours; Not Conducted at branch; Investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-06-25
S63 Uniform Securities Agent State Law Examination 1987-09-18
  • S65 Uniform Investment Adviser Law Examination
    1997-06-25
  • S63 Uniform Securities Agent State Law Examination
    1987-09-18
Designations

View on SEC IAPD

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