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557 N. Wymore Road Suite 201, Maitland, FL 32751 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2015-07-24 |
| TX | RA | APPROVED_RES | 2011-12-21 |
| FL | RA | APPROVED | 2003-01-30 |
Branch Locations
557 N. Wymore Road Suite 201, Maitland, FL 32751 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dorman Financial Management, P.A | Maitland | FL | 01/2002 | Present |
| James B. Dorman Jr. Cpa/Insurance Agent | Maitland | FL | 04/2002 | Present |
1) DORMAN FINANCIAL MANAGEMENT, PA (DBA) INDEPENDENT REGISTERED INVESTMENT ADVISOR; INSURANCE; TAX SERVICES; OWNER/OFFICER; 90% TIME SPENT; 100% OWNERSHIP; CONTINUOUS TERM; $490K/YR COMP 2) BLUE OCEAN WEALTH ADVISORS, OWNERSHIP 50%, TIMES SPENT 0%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-01 |
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