Thomas Jackson Bengtson

$80.8M regulatory AUM

Reported services (Item 5G)

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

238 N. Park Avenue, Winter Park, FL 32789 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-03-23
FL	RA	APPROVED	2026-03-13

Branch Locations

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

Organization	City	State	From	To
Concord Centennial Investments (Granite Restaurant & Bar)	Concord	NH	01/2016	12/2016
Georgia Tech Innovation Enterprise Institute	Atlanta	GA	01/2017	12/2017
Northwestern Mutual	Concord	NH	06/2018	08/2018
Pnc Bank, N.A.	Fort Lauderdale	FL	06/2019	08/2019
Nike	Merrimack	NH	01/2020	04/2020
Pnc Bank, N.A.	Concord	NH	04/2020	08/2020
Pnc Bank, N.A.	Orlando	FL	08/2020	08/2022
Pnc Bank, N.A.	Orlando	FL	08/2022	03/2026
Lakeshore Advisors	Charlotte	NC	03/2026	Present
Georgia Institute Of Technology	Atlanta	GA	08/2015	12/2019

01/2016 → 12/2016

Concord Centennial Investments (Granite Restaurant & Bar)

Concord, NH
01/2017 → 12/2017

Georgia Tech Innovation Enterprise Institute

Atlanta, GA
06/2018 → 08/2018

Northwestern Mutual

Concord, NH
06/2019 → 08/2019

Pnc Bank, N.A.

Fort Lauderdale, FL
01/2020 → 04/2020

Nike

Merrimack, NH
04/2020 → 08/2020

Pnc Bank, N.A.

Concord, NH
08/2020 → 08/2022

Pnc Bank, N.A.

Orlando, FL
08/2022 → 03/2026

Pnc Bank, N.A.

Orlando, FL
03/2026 → Present

Lakeshore Advisors

Charlotte, NC
08/2015 → 12/2019

Georgia Institute Of Technology

Atlanta, GA