Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Ponte Vedra Beach | FL | 02/2016 | 12/2018 |
| Ullmann Wealth Partners | Jacksonville Beach | FL | 02/2016 | 12/2021 |
| Ullmann Wealth Partners Group, Llc | Jacksonville Beach | FL | 01/2022 | Present |
1) BAPTIST HEALTH SYSTEMS INVESTMENT COMMITTEE POSITION: Director of Investments; NATURE: hospital system (non-profit) investment committee; INVESTMENT RELATED; yes HOURS: less than 1% of time, all outside of trading/business hours; START DATE: May 2024 ADDRESS: 800 Prudential Drive, Jacksonville FL 33307 DESCRIPTION: review outside investment counselors and retirement plan structure and investment options for hospital system.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-07 |
Reach out to this advisor