John William Pomroy

Current Employers

Employment History

• 11/2013 → 05/2019
  Lpl Financial Llc
  St Augustine, FL
• 11/2013 → 01/2023
  Independent Financial Partners
  St Augustine, FL
• 05/2019 → 01/2023
  Ifp Securities, Llc
  St Augustine, FL
• 12/2022 → Present
  Onedigital Investment Advisors, Llc
  Overland Park, KS
• 02/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  St. Johns, FL

Previous Registrations

• 2013-12-10 → 2023-02-01
  Independent Financial Partners
  St Augustine, FL
  St Johns, FL
• 2009-08-18 → 2013-12-03
  New England Securities
  Jacksonville, FL

Other Businesses

1. Florida Pension Group;investment related;135 Durbin Station Court,Suite 504,St Johns,FL 32259;owner;12/2022;35 hrs/month;35 hrs during trading;transition marketing entity 2. NetEagle Inc;investment related;135 Durbin Station Court,Suite 504,St Johns,FL 32259;S corp;owner;12/15/2022;1 hr/month;0 hrs during trading;owner of S corp 3.OneDigital;investment related;200 Galleria Parkway,Suite 200,Atlanta,GA 30339;corp,investment and insurance services;SVP Retirement and Wealth;12/01/2022;160 hrs/month;130 hrs during trading;retirement and wealth planning for corporations and individuals 4. YJ2J LLC;investment related;752 Eagle Point Drive,St Augustine,FL 32092;llc;owner;7/1/2019;5 hrs/month;0 hrs during trading;real estate llc that holds 2 office condo units 5. NETEAGLE INC POSITION: owner NATURE: Hold OneDigital Stock from sale INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: 135 Durbin Station Ct, Suite 504, St Johns FL 32259, United States DESCRIPTION: holding company, I have no daily duties 6. FIVE PARTNERS GOLF POSITION: shareholder NATURE: LLC to hold Private Stock INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: 135 Durbin Station Ct, Suite 504, St Johns FL 32259, United States DESCRIPTION: holding company, private OneDigital Stock 7. YJ2J LLC POSITION: owner shareholder NATURE: Real Estate holding company and company brokerage account INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/06/2018 ADDRESS: 135 Durbin Station Ct, Suite 504, St Johns FL 32259, United States DESCRIPTION: real estate holding company 8. SAN JOSE CATHOLIC CHURCH AND SCHOOL POSITION: board member NATURE: Finance and School Advisor Board. Strategic academic and financial board INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 3619 Toledo Rd, Jacksonville FL 32217, United States DESCRIPTION: board member. Serve as a board member on the school's finance and academic board 9. SAN JOSE COUNTRY CLUB POSITION: board member NATURE: board member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 7529 San Jose Blvd, Jacksonville FL 32217, United States DESCRIPTION: board member

Exams

• S66 Uniform Combined State Law Examination
  2009-07-08

Designations

Other Names

• John William Pomroy