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 | 2022-09-27 |
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Jacksonville | FL | 04/2021 | 08/2022 |
| Ponte Vedra High School | Ponte Vedra Beach | FL | 08/2013 | 06/2017 |
| Florida State University | Tallahassee | FL | 08/2017 | 04/2021 |
| Healogics, Inc. | Jacksonville | FL | 05/2019 | 08/2019 |
| Md Capital, Llc | Philadelphia | PA | 03/2020 | 09/2020 |
| Ullmann Wealth Partners | Jacksonville | FL | 09/2022 | Present |
NAME OF BUSINESS: Hope Haven / INVESTMENT RELATED: No / ADDRESS: 4600 Beach Blvd., Jacksonville, FL / NATURE OF BUSINESS: Charitable organization that helps individuals with disabilities / POSITION: Board member and member of the Finance sub-committee / START DATE OF RELATIONSHIP: August 2024 / HOURS PER MONTH: 20 / HOURS DURING TRADING DAY: 5 / DUTIES: Attend regular board meetings and sub-committee meetings and provide input on a range of different organizational issues.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-22 |
Reach out to this advisor