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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Esp Financial | Orange Park | FL | 04/2015 | Present |
| Lincoln Financial Advisors | Orange Park | FL | 02/2020 | 01/2025 |
| Osaic Wealth, Inc. | Orange Park | FL | 01/2025 | Present |
1) ERIK WEHNER/ ESP FINANCIAL SERVICES 1246 PARK AVE ORANGE PARK, FLORIDA 32073 CATEGORY: TAX PREPARATION INVESTMENT RELATED: NO TITLE: CO-OWNER /TAX PREPARER DUTIES: TAX PREPARATION SERVICES START DATE: 04/13/2015 HOURS PER MONTH: 120 HOURS PER MONTH DURING TRADING HOURS: 120 2) 1246 Park Avenue Orange Park Florida 32073 Category: Insurance Investment Related: Yes Title: agent Duties: Offering accident, health, disability insurance, annuities (fixed and fixed indexed annuities), long term care insurance, and traditional life insurance Start Date: 12/1/2020 Hours per Month: 2 Hours per Month during trading hours: 2 FORM BR update: Website: www.Amons360.com 3) 1246 Park Avenue Orange Park Florida 32073 Category: Notary Public Investment Related: NO Title: Notary Public Duties: Offering notary public service, notarize if/as needed Start Date: 05/11/2006 Hours per Month: 1 Hours per Month during trading hours: 0 FORM BR update: NO Website: none 4) MIDNIGHT GULF RESORT, LLC POSITION: Member NATURE: Rental property management INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/02/2026 ADDRESS: 529 Oakmont Dr, Orange Park FL 32073, United States DESCRIPTION: Invest in and manage vacation rental property with the use of a local property management service. 5) ESP FINANCIAL, LLC POSITION: Tax Advisor/preparer NATURE: Tax preparation and advisory services INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 04/13/2015 ADDRESS: 1246 Park Avenue, Orange Park FL 32073, United States DESCRIPTION: Prepare personal and business tax returns. Provide tax related advice and standards of practice education for small business owners. Provide tax estimations for clients.
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