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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-03 |
Branch Locations
7077 Bonneval Road, Suite 450, Jacksonville, FL 32216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-18 |
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