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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-22 |
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 |
|---|---|---|---|---|
| Gate Hospitality Group | Jacksonville | FL | 10/2017 | 03/2020 |
| The White Magnolia Bridal Collection | Jacksonville | FL | 10/2019 | 12/2023 |
| Parra Harris Law | Jacksonville | FL | 06/2020 | 08/2020 |
| Barnett, Kirkwood, Long, Koche, And Foster | Tampa | FL | 05/2021 | 08/2021 |
| Deavel Wealth Advisors, Llc | Reston | VA | 08/2023 | 07/2024 |
| Executive Planning Solutions, Llc | Jacksonville | FL | 07/2024 | Present |
| The University Of Tampa | Tampa | FL | 08/2019 | 05/2023 |
| Episopal School Of Jacksonville | Jacksonville | FL | 08/2014 | 05/2019 |
| Commonwealth Financial Network | Waltham | MA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-18 |
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