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James Theodore Heffernan

Florida Financial Advisors, LLC

Jacksonville, FL

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Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-30
  • FL RA
    APPROVED
    Since 2026-07-30

Branch Locations

1 Independent Drive Suite 201, Jacksonville, FL 32202 • 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
Florida Financial Advisors Jacksonville FL 07/2026 Present
Bryant University Smithfield RI 09/2022 05/2026
Unemployed Wilton CT 05/2026 07/2026
Wilton High School Wilton CT 09/2018 06/2022
Middlebrook School Wilton CT 09/2014 06/2018
Borough Of Barnegat Light Barnegat Light NJ 08/2020 08/2025
Bryant University Smithfield RI 02/2025 05/2025
  • 07/2026 → Present
    Florida Financial Advisors
    Jacksonville, FL
  • 09/2022 → 05/2026
    Bryant University
    Smithfield , RI
  • 05/2026 → 07/2026
    Unemployed
    Wilton, CT
  • 09/2018 → 06/2022
    Wilton High School
    Wilton, CT
  • 09/2014 → 06/2018
    Middlebrook School
    Wilton, CT
  • 08/2020 → 08/2025
    Borough Of Barnegat Light
    Barnegat Light, NJ
  • 02/2025 → 05/2025
    Bryant University
    Smithfield , RI
Other Businesses

Florida Financial Advisors. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC. Investment-Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Insurance. Position: Independent Contractor. 07/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-02
  • S65 Uniform Investment Adviser Law Examination
    2026-07-02

View on SEC IAPD

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