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1540 The Greens Way, Jacksonville Beach, FL 32250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-10 |
Branch Locations
1540 The Greens Way, Jacksonville Beach, FL 32250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-21 |
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