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Michael Ross Ackerman

55 North Private Wealth

Winter Park, FL

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Current Employers
55 North Private Wealth

268 W New England Avenue, Winter Park, FL 32789 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-15
FL RA APPROVED 2024-03-04
  • TX RA
    APPROVED
    Since 2024-05-15
  • FL RA
    APPROVED
    Since 2024-03-04

Branch Locations

268 W New England Avenue, Winter Park, FL 32789 • 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
Ci Brightworth Charlotte NC 03/2022 08/2023
Tiffany Property Group Winter Park FL 10/2018 03/2022
Triloma Winter Park FL 06/2015 05/2018
Unemployed Winter Park FL 05/2018 10/2018
55 North Private Wealth, Llc Orlando FL 11/2023 Present
  • 03/2022 → 08/2023
    Ci Brightworth
    Charlotte, NC
  • 10/2018 → 03/2022
    Tiffany Property Group
    Winter Park, FL
  • 06/2015 → 05/2018
    Triloma
    Winter Park, FL
  • 05/2018 → 10/2018
    Unemployed
    Winter Park, FL
  • 11/2023 → Present
    55 North Private Wealth, Llc
    Orlando, FL
Previous Registrations
  • 2022-10-11 → 2023-08-07
    Corient
    Charlotte, NC
  • 2022-05-23 → 2023-03-31
    Ci Brightworth Private Wealth
    Atlanta, GA
Designations

View on SEC IAPD

Other Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
DOBSON STREET LLC
PFS INVESTMENTS INC.

Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

More in Winter Park, FL

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