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8771 Perimeter Park Ct. Suite 102, Jacksonville, FL 32216 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-04-26 |
| FL | RA | APPROVED | 2017-03-10 |
Branch Locations
8771 Perimeter Park Ct. Suite 102, Jacksonville, FL 32216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allen Edwards & Assoc. | Jacksonville | FL | 03/2003 | Present |
| Planmember Securities Corporation/ Investment Management Grou | Carpinteria | CA | 10/2013 | 03/2017 |
| Allen Edwards & Associates, Inc. | Jacksonville, | FL | 03/2003 | Present |
| Img Wealth Mangement, Inc. | Jacksonville | FL | 03/2017 | Present |
| Img Wealth Management, Inc. | Jacksonville | FL | 03/2017 | 07/2021 |
Allen Edwards & Associates; Investment Related; Jacksonville, FL; Insurance products and sales; President/Insurance Agent; 03/2003; 40 hours/month and 40 hours/month during trading hours; Insurance products and sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-20 |
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