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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-08 |
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
240 Canal Blvd Suite 6, Ponte Vedra Beach, FL 32082 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | St. Augustine | FL | 10/2009 | 09/2023 |
| Bank Of America, Na | St. Augustine | FL | 04/2010 | 09/2023 |
| Raymond James Financial Services, Inc. | Ponte Vedra Beach | FL | 09/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Ponte Vedra Beach | FL | 09/2023 | Present |
| Ammerman Wealth Management | Ponte Vedra Beach | FL | 09/2023 | Present |
(1)Name of Business: Address: Various, Various, FL, Various, United States Activity Type: Other Position/Title: Artist Investment Related: No Start Date: 02/02/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of a Band ( Dad Bodz)\nPlays around town approximately once a month (2)Name of Business: Ammerman Wealth Management Address: 240 Canal Blvd Ste 6, Ponte Vedra Beach, FL, 32082-3727, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC, Payroll, Taxes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-28 |
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