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1540 The Greens Way, Jacksonville Beach, FL 32250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-12 |
| TX | RA | APPROVED_RES | 2022-01-03 |
Branch Locations
1540 The Greens Way, Jacksonville Beach, FL 32250 • 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 |
|---|---|---|---|---|
| Ullmann Wealth Partners | Ponte Verde Beach | FL | 10/2002 | 12/2021 |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 01/2019 |
| Ullmann Wealth Partners Group, Llc | Jacksonville Beach | FL | 01/2022 | Present |
PUBLISHER - PUBLISHED A BOOK THAT WAS WAS COMPLIANCE APPROVED AND SUBMITTED TO THE NASD. THIS BOOK IS GIVEN AND SOLD TO CLIENTS. GANA SITA PROPERTY OWNERS ASSOCIATION - NATURE OF BUSINESS: PROPERTY ASSOCIATION, ORGANIZATIONAL STATUS: SMALL BOARD FOR 16 HOMEOWNERS ASSOCIATION, DATE OF EMPLOYMENT: DECEMBER 2023, TITLE: PRESIDENT, DUTIES: MANAGE SMALL HOMEOWNERS ASSOCIATION INCLUDING TWO ROADS AND ONE WELL, PERCENTAGE OF TIME: 2%, NO COMPENSATION OR ESTIMATED ANNUAL INCOME RECEIVED. Beth El The Beaches Synagogue - Nature of Business: Synagogue, Not Investment Related; Organizational Status: 501(c)(3); Date of Employment: July 2025, Title: President, Board of Trustees; Duties: Leader of Board; focusing on growing membership, augmenting youth programs, improving communications to congregants, Percent of Time: 10%, No Compensation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-06-22 |
| S65 | Uniform Investment Adviser Law Examination | 1993-06-22 |
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