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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-19 |
Branch Locations
3010 3Rd Street South Suite A, Jacksonville Beac, FL 32250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Physicians Advantage Financial | Jacksonville | FL | 05/2006 | Present |
| First Allied Securities, Inc. | San Diego | CA | 11/2007 | 09/2022 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 05/2012 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 11/2025 |
| Cetera Advisors Llc | Ponte Vedra Beach | FL | 09/2022 | 11/2025 |
| Commonwealth Financial Network | Waltham | MA | 11/2025 | Present |
1. Fixed insurance sales; as of 11/12/2025; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, PA Financial, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 9/02/2020; 5% time spent during business hours; Conducted at branch; Investment related. 3. Owner, Physicians Advantage, LLC; asset protection service scheduling; as of 2012; 5% of time spent during business hours; Conducted at branch location; Not investment related 4. Owner, MC3 Holdings, LLC; private entity established as a holding company for tax purposes; as of 1/13/2012; 1% of time spent during business hours; Conducted at branch location; Investment related. 5. Co-owner, 3010 South 3rd St., LLC; an entity created for the purpose of owning office real estate at 3010 South 3rd St., Jacksonville Beach, FL 32250, as of 03/28/2022; 2% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-15 |
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