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1540 The Greens Way, Jacksonville Beach, FL 32250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-10 |
Branch Locations
1540 The Greens Way, Jacksonville Beach, FL 32250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ullmann Wealth Partners | Jacksonville Beach | FL | 08/2020 | 12/2021 |
| Business Valuations Inc. | Jacksonville | FL | 04/2019 | 07/2020 |
| Pwc | Mclean | VA | 09/2014 | 03/2019 |
| Ullmann Wealth Partners Group, Llc | Jacksonville Beach | FL | 01/2022 | Present |
NAME OF OTHER BUSINESS: Freddy Management, LLC / INVESTMENT RELATED: No / ADDRESS: 1822 Seminole Road, Atlantic Beach, FL 32233 / NATURE OF BUSINESS: Marketing Company / POSITION: Secretary / START DATE OF RELATIONSHIP: 06/2025 / NUMBER OF HOURS: 1% of time / NUMBER OF HOURS DURING TRADING DAY: 0 / DUTIES: Assistance with bookkeeping, tax strategy, legal strategy of business.
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