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Mark Monroe Whitman

Highland Investment Advisors LLC

Ponte Vedra, FL

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Current Employers
Highland Investment Advisors Llc

466 Town Plaza Ave Ste 330, Ponte Vedra, FL 32081 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-06
  • FL RA
    APPROVED
    Since 2025-03-06

Branch Locations

466 Town Plaza Ave Ste 330, Ponte Vedra, FL 32081 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Highland Investment Advisors Llc Dba Whitman Wealth Management Ponte Vedra FL 02/2025 Present
Highland Investment Advisors Llc Dba Whitman Wealth Management Ponte Vedra FL 01/2020 02/2025
Beverly Whitman Cpa Ponte Vedra FL 01/2020 Present
Sony Electronics San Diego CA 11/2004 12/2019
  • 02/2025 → Present
    Highland Investment Advisors Llc Dba Whitman Wealth Management
    Ponte Vedra, FL
  • 01/2020 → 02/2025
    Highland Investment Advisors Llc Dba Whitman Wealth Management
    Ponte Vedra, FL
  • 01/2020 → Present
    Beverly Whitman Cpa
    Ponte Vedra, FL
  • 11/2004 → 12/2019
    Sony Electronics
    San Diego, CA
Other Businesses

BEVERLY WHITMAN CPA; NOT INVESTMENT RELATED; ENROLLED AGENT; PONTE VEDRA, FL; START DATE 01/2020; APPROXIMATELY 40% OF TIME

Designations

View on SEC IAPD

Other Firms

MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
AE WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
LIGHTHOUSE RETIREMENT
REDHAWK WEALTH ADVISORS, INC.

Other Investors

ADAM SEAN DRAKE
ROBERT TERRENCE DIGNAN
ANASTASIYA KOLODIY
ADAM RUSSELL STOECKLER
WILLIAM DAVID MORRISON
BEVERLY PATRICK WHITMAN
LANCE STEVEN LICHORAT
Stephen Donald Kuhn

Other Offices

MML INVESTORS SERVICES, LLC · Ponte Vedra, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Ponte Vedra, FL
EDWARD JONES · Ponte Vedra, FL
AE WEALTH MANAGEMENT, LLC · Ponte Vedra, FL
J.P. MORGAN SECURITIES LLC · Ponte Vedra, FL
LPL FINANCIAL LLC · PONTE VEDRA BEACH, FL
LIGHTHOUSE RETIREMENT · PONTE VEDRA, FL
REDHAWK WEALTH ADVISORS, INC. · PONTE VERDA, FL

More in Ponte Vedra, FL

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