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8075 Gate Parkway West Suite #101, Jacksonville, FL 32216 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-28 |
| TN | RA | APPROVED | 2022-06-06 |
Branch Locations
8075 Gate Parkway West Suite #101, Jacksonville, FL 32216 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Brentwood | TN | 10/2001 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Brentwood | TN | 11/2001 | 07/2021 |
| Somerset Subdivision | Nashville | TN | 08/2011 | 11/2020 |
| Brentwood Power | Brentwood | TN | 01/2014 | 11/2020 |
| Woodland Middle School | Brentwood | TN | 12/2014 | 03/2017 |
| Woodland Middle School | Brentwood | TN | 12/2020 | 03/2021 |
| Lpl Financial Llc | Charleroi | PA | 07/2021 | 06/2022 |
| Jacksonville Wealth Management, Llc | Jacksonville | FL | 06/2022 | Present |
| Lpl Financial Llc | Jacksonville | FL | 06/2022 | Present |
1. 4/2020 - Real Estate Rental - Rick and Shelly Erickson Condo Rental - Owner - Investment Related - 3914 Cherokee Woods Way #209, Knoxville, TN 37920 - 2 hours spent per month. 2. 06/14/2022 - Jacksonville Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/01/2022 - 80 Hours Per Month/ 4 Hours During Securities Trading. 3. 06/09/2022 - Jacksonville Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA -IAR - Start Date - 06/01/2022 - 80 Hours Per Month/ 4 Hours During Securities Trading - I provide investment advisory services through Jacksonville Wealth Management LLC, an independent investment advisor firm. I started this business activity in 06/2022. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 06/09/2022 - Jacksonville Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid -IAR - Start Date - 06/01/2022 - 100 Hours Per Month/ 5 Hours During Securities Trading - I provide investment advisory services through Jacksonville Wealth Management LLC, an independent investment advisor firm. I started this business activity in 06/2022. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 10/1978 - Licensed Insurance Agent - Investment Related - At Reported Business Location(s) - Insurance Agent - Start Date - 10/1978 - 2 Hours Per Month/ 0 Hours During Securities trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-15 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-10 |
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