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St. Augustine, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-24 |
| FL | RA | APPROVED | 2026-02-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Georgia | Athens | GA | 06/2013 | 12/2016 |
| Guardian Life Ins | St Simons Island | GA | 07/2016 | 05/2018 |
| Park Avenue Securities | St Simons Island | GA | 12/2016 | 05/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2018 | 04/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2018 | 04/2019 |
| Paragonwealth Strategies, Llc | Jacksonville | FL | 05/2019 | 02/2020 |
| Legacy Trust Family Wealth Offices | Jacksonville Beach | FL | 02/2020 | 01/2026 |
| Sovereign Wealth Office Llc | St. Augustine | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-08 |
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