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Patrick J Kilbane

Ullmann Wealth Partners

Jacksonville Beach, FL

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Current Employers
Ullmann Wealth Partners

1540 The Greens Way, Jacksonville Beach, FL 32250 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-01-10
  • FL RA
    APPROVED
    Since 2022-01-10

Branch Locations

1540 The Greens Way, Jacksonville Beach, FL 32250 • 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
Sagepoint Financial Ponte Vedra Beach FL 01/2014 01/2019
Ullmann Wealth Partners Jacksonville Beach FL 03/2014 12/2021
Ullmann Wealth Partners Group, Llc Jacksonville Beach FL 01/2022 Present
  • 01/2014 → 01/2019
    Sagepoint Financial
    Ponte Vedra Beach, FL
  • 03/2014 → 12/2021
    Jacksonville Beach, FL
  • 01/2022 → Present
    Ullmann Wealth Partners Group, Llc
    Jacksonville Beach, FL
Previous Registrations
  • 2014-04-16 → 2022-01-03
    Ullmann Wealth Partners
    Ponte Vedra Beach, FL
    Jacksonville Beach, FL
Other Businesses

1) 4TH JUDICIAL CIRCUIT NOMINATING COMMISSION; POSITION: MEMBER; NATURE: APPOINTED BY GOVERNOR; INVESTMENT RELATED: NO; NUMBER OF HOURS: 15; SECURITIES TRADING HOURS: 15; START DATE: 04/13/2015; ADDRESS: 501 W ADAMS STREET, JACKSONVILLE FL 32202; DESCRIPTION: I WAS APPOINTED BY OUR GOVERNOR TO SERVE ON A COMMITTEE OF 9 TO VET APPLICATIONS FOR APPOINTMENT TO FILL COUNTY AND CIRCUIT COURT VACANCIES IN CLAY, NASSAU AND DUVAL COUNTIES. 2) TRUSTEE; POSITION: Trustee NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/05/2017 ADDRESS: 11625 Old St. Augustine Road, Jacksonville FL 32258, United States DESCRIPTION: a Trustee on the Diocese's Savings & Loan Board, to approve loans. 3) POSITION: Residential Landlord NATURE: short term rental property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 1 START DATE: 01/2023 ADDRESS: Incline, NV. 4) NAME OF BUSINESS: JAXPORT - Jacksonville Board Authority; NATURE OF BUSINESS: Local Government; ORGANIZATIONAL STATUS OF BUSINESS: Body Politic - Independent Authority; INVESTMENT RELATED: No; POSITION: Board Member; POSITION DUTIES: Board of Directors - voting on capital projects and policy; DATE OF EMPLOYMENT: May 31, 2024 - Present; PERCENTAGE OF TIME SPENT: less than 5%; FINANCIAL INTEREST: No; COMPENSATION OR INCOME: No 5) NAME OF BUSINESS: Florida Elections Committee; INVESTMENT RELATED: No; POSITION; Commissioner; POSITION DUTIES: Public Service; DATE OF EMPLOYMENT: 2025 - Present: PERCENTAGE OF TIME SPENT: Less than 5%; TIME DURING TRADING HOURS: less than 5%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-21
  • S66 Uniform Combined State Law Examination
    2014-03-21

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