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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-21 |
| TX | RA | APPROVED_RES | 2025-02-20 |
Branch Locations
7077 Bonneval Rd Ste 380, 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 |
|---|---|---|---|---|
| Db Trust Company Na | Jacksonville | FL | 07/2015 | 06/2018 |
| Deutsche Bank Securities Inc | Jacksonville | FL | 09/2015 | 06/2018 |
| Unemployed | Jacksonville | FL | 06/2018 | 10/2018 |
| Morgan Stanley | Jacksonville | FL | 10/2018 | 09/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2018 | 09/2019 |
| Axa Advisors, Llc | New York | NY | 10/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2019 | 02/2025 |
| Principal Life Insurance Co | Jacksonville | FL | 02/2025 | Present |
| Principal Securities Inc | Jacksonville | FL | 02/2025 | Present |
| Opes Wealth Management | Jacksonville | FL | 01/2026 | Present |
**INSURANCE POSITION: Outside Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/17/2025 ADDRESS: 5110 Yerkes Street, Jacksonville FL 32205, United States DESCRIPTION: Sale of Life, DI, Annuities, Health, LTC, Dental, Medicare & Medical Insurance through various carriers. **PRESTIGE PREVENTIVE & AESTHETICS CARE LLC POSITION: MGR NATURE: Investor (LLC, LP, REIT) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2021 ADDRESS: 5110 Yerkes Street, Jacksonville FL 32205, United States DESCRIPTION: My title is Manager, I don't have day to day responsibility as my only roll was to help my wife Nicole Parr register and create the LLC with the state of Florida. The business doesn't have any employees, and I have not received any income from services produced since inception. My wife, Nicole Parr, is an ARNP, the services provided will be comprehensive health care, managing blood pressure, routine physicals as well Aesthetics services for well-being and longevity. **OPES WEALTH MANAGEMENT (DBA) POSITION: Owner NATURE: Business Consulting, Fee-based Financial Planning, Financial Strategies/Needs Analysis, Life Insurance/Annuities, Mutual Funds/Securities/ VA / VL, INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/16/2026 ADDRESS: 5110 Yerkes Street, Jacksonville FL 32205, United States DESCRIPTION: Title is Owner and my role is be Financial Advisor that provides holistic financial planning to clients. Included Financial planning, annuities, insurance, employer sponsored plans and Financial Advice through managed accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-23 |
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