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PD

Paxton G. Driscoll

HERITAGE FINANCIAL ADVISORY
JACKSONVILLE, FL 32256
Some features on this profile are disabled
CRD#: 7433019
PD

Professional summary

Paxton Gregoire Driscoll is a registered financial advisor currently at HERITAGE FINANCIAL ADVISORY, LLC located in Jacksonville, Florida.

Paxton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Paxton has worked at 3 firms and has passed the Series 65, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paxton Gregoire Driscoll's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 17, 2025 - Present

HERITAGE FINANCIAL ADVISORY, LLC

Office #1: 10199 Southside Blvd Suite 105, Jacksonville, FL 32256
RIA
CRD#: 315898
JACKSONVILLE, FL
Past

April 26, 2022 - November 11, 2025

TRINITY WEALTH SECURITIES, L.L.C.

BD
CRD#: 104348
Jacksonville, FL
Past

September 3, 2021 - November 11, 2025

FLORIDA FINANCIAL ADVISORS, LLC

RIA
CRD#: 288811
Jacksonville, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(11/17/2025)
IAR
Georgia
(12/12/2025)
IAR
Texas
(12/15/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/23/2021
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 4/26/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/29/2021
Securities Industry Essentials Examination

Current Firm

HF
HERITAGE FINANCIAL ADVISORY, LLC
HERITAGE FINANCIAL ADVISORY, LLC

CRD#: 315898 / SEC#:

Florida
Registered Investment Advisory firm - (11/3/2021 Approved)
Georgia
Registered Investment Advisory firm - (12/12/2025 Approved)
Texas
Registered Investment Advisory firm - (12/1/2025 Conditional Restricted)
PREMIUM
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Contact information

Main Address
10199 Southside Blvd Suite 105, Jacksonville, FL 32256
Mailing Address
Phone number
(904) 528-7777
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts99
AUM (Assets Under Management)$ 19,170,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HERITAGE FINANCIAL ADVISORY, LLC

CRD#: 315898Jacksonville, FL 32256

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