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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-08 |
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 |
|---|---|---|---|---|
| Wealth Management Of Jacksonville, Llc / Aegis Consulting | Jacksonville | FL | 04/2024 | 08/2024 |
| Hahn Loeser & Parks Llp | Naples | FL | 04/2023 | 04/2024 |
| Ivan & Daugustinis, Pllc | Jacksonville | FL | 09/2019 | 04/2023 |
| Rock Solid Business Law, Llc | Jacksonville | FL | 02/2019 | 09/2019 |
| Grant Fridkin Pearson, P.A. (Now Gunster) | Jacksonville | FL | 07/2014 | 02/2019 |
| Commonwealth Financial Network | Waltham | MA | 04/2024 | 08/2024 |
| Aegis Consulting | Jacksonville | FL | 08/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2024 | Present |
1. Attorney, Andrew M. Woods, P.A.; Provides Legal Services, Located at 13933 Sound Overlook Dr N, Jacksonville, FL; as of 01/03/2023; 20% of time spent during business hours; Not Conducted at branch location; Not Investment related. 2. Owner, Andrew M. Woods, P.A.; law practice; Located at 13933 Sound Overlook Dr N, Jacksonville, FL; as of 01/03/2023; 20% of time spent during business hours; Not Conducted at branch location; Not Investment related. 3. Fixed insurance sales; Located at 7077 Bonneval Road, Suite 450, Jacksonville, FL 32216, as of 05/01/2025; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-12 |
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