John Richard Macdavitt

Employer firm

Alight Financial Advisors, LLC CRD 158744

$35.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2016 → 05/2021
  Heron Financial Parters, Inc.
  Melbourne, FL
• 12/2014 → 01/2017
  Health First, Inc.
  Melbourne, FL
• 09/2018 → 07/2019
  Cetera Advisors
  Denver, CO
• 01/2018 → 05/2021
  Hpp Tax Alliance
  Melbourne, FL
• 08/2019 → 05/2021
  Royal Alliance
  Melbourne, FL
• 09/2021 → 03/2022
  Ifp Securities Llc
  Tampa, FL
• 05/2022 → Present
  Alight Financial Advisors
  Lincolnshire, IL
• 05/2021 → 09/2021
  Unemployed
  Palm Bay, FL

Previous Registrations

• 2021-09-01 → 2022-03-10
  Independent Financial Partners
  Tampa, FL
  Cocoa Beach, FL
• 2020-02-28 → 2021-05-05
  Osaic Wealth, Inc.
  Toledo, OH
  Melbourne, FL
  Melbourne, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-13
• S63 Uniform Securities Agent State Law Examination
  2019-12-04