Paxton G. Driscoll

HERITAGE FINANCIAL ADVISORY

JACKSONVILLE, FL 32256

CRD#: 7433019

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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.

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/23/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6TO

Date: 4/26/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 7/29/2021

Securities Industry Essentials Examination

Current Firm

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)

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	99
AUM (Assets Under Management)	$ 19,170,000

Red Flags

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Firm Stability Insights

Paxton G. Driscoll

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

HERITAGE FINANCIAL ADVISORY, LLC

TRINITY WEALTH SECURITIES, L.L.C.

FLORIDA FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/23/2021

Series 6TO

Date: 4/26/2022

SIE

Date: 7/29/2021

Current Firm

HERITAGE FINANCIAL ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HERITAGE FINANCIAL ADVISORY, LLC

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