Best Investors Account Sign in
Inactive

Julia Ponce

One Wealth Map, LLC

Sarasota, FL

Claim This Profile
Current Employers
One Wealth Map, Llc

1980 Festival Plaza Drive Suite 300, Las Vegas, NV 89135 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-02
  • FL RA
    APPROVED
    Since 2026-02-02

Branch Locations

Sarasota, FL • 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
One Wealth Map Sarosota FL 06/2025 Present
Financial Design Lakewood Ranch FL 03/2025 06/2025
H&R Block Sarasota FL 10/2024 04/2025
Law Office Of Mary King Sarasota FL 03/2024 07/2024
Gulf Coast Financial Planning Sarasota FL 01/2017 02/2024
Pgo Services Sarasota FL 05/2015 01/2017
  • 06/2025 → Present
    One Wealth Map
    Sarosota, FL
  • 03/2025 → 06/2025
    Financial Design
    Lakewood Ranch, FL
  • 10/2024 → 04/2025
    H&R Block
    Sarasota, FL
  • 03/2024 → 07/2024
    Law Office Of Mary King
    Sarasota, FL
  • 01/2017 → 02/2024
    Gulf Coast Financial Planning
    Sarasota, FL
  • 05/2015 → 01/2017
    Pgo Services
    Sarasota, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-24
  • S65 Uniform Investment Adviser Law Examination
    2026-01-24

View on SEC IAPD

More in Sarasota, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor