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466 Town Plaza Ave Ste 330, Ponte Vedra, FL 32081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-02-03 |
Branch Locations
466 Town Plaza Ave Ste 330, Ponte Vedra, FL 32081 • United States
175 Patrick Blvd. Suite 120, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beverly Whitman, Cpa, Cfp | Ponte Vedra | FL | 03/2014 | Present |
| Hd Vest Investment Services | Ponte Vedra | FL | 10/2014 | 02/2020 |
| Hd Vest Advisory Services | Ponte Vedra | FL | 02/2015 | 02/2020 |
| Hd Vest Insurance Agency, Llc | Irving | TX | 12/2018 | 02/2020 |
| Highland Investment Advisors, Llc | Mequon | WI | 01/2020 | Present |
Beverly Whitman, CPA, CFP 466 Town Plaza Avenue, Suite 330 Ponte Vedra, FL 32081 Income Tax Preparation and planning - Sole Proprietor 3/1/2014 160hrs per month. Whitman Jr. Properties LLC 403 Captiva Drive Ponte Vedra, FL 32081 Rental Property Owner - 9/1/2019. Rents office space to my CPA practice.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-06-23 |
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