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Current Employers
Contemporary Financial Planning

6821 Southpoint Dr N Suite 125, Jacksonville, FL 32216 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-07-02
FL RA APPROVED 2021-08-31
  • GA RA
    APPROVED
    Since 2024-07-02
  • FL RA
    APPROVED
    Since 2021-08-31

Branch Locations

6821 Southpoint Drive N., Jacksonville, FL 32216 • United States

44B Blue Ridge Street, Blairsville, GA 30512 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ullmann Financial Group, Inc. Ponte Vedra H FL 10/2002 09/2019
Sagepoint Financial, Inc Ponte Vedra FL 01/2009 01/2019
Lakeview Capital Partners, Llc Atlanta GA 09/2019 08/2021
Contemporary Financial Planning Jacksonville FL 06/2021 Present
  • 10/2002 → 09/2019
    Ullmann Financial Group, Inc.
    Ponte Vedra H, FL
  • 01/2009 → 01/2019
    Sagepoint Financial, Inc
    Ponte Vedra, FL
  • 09/2019 → 08/2021
    Lakeview Capital Partners, Llc
    Atlanta, GA
  • 06/2021 → Present
    Jacksonville, FL
Previous Registrations
  • 2019-10-21 → 2021-08-31
    Bison Wealth, Llc
    Atlanta, GA
    Jacksonville, FL
  • 2002-10-25 → 2019-10-09
    Ullmann Wealth Partners
    Ponte Verda Beach, FL
    Jacksonville Beach, FL
Other Businesses

Deanna Brown is currently employed as Founder and President of Baglady Divorce located in Jacksonville Florida. This activity accounts for approximately 5% of their time and is not investment-related, of which are not during securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-01-29
  • S66 Uniform Combined State Law Examination
    2001-01-29
Designations
Other Names
  • Deanna A Calabrisotto
  • Deanna Ann Calabrisotto
  • Deana Brown

View on SEC IAPD

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