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8771 Perimeter Park Ct. Suite 102, Jacksonville, FL 32216 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-24 |
Branch Locations
8771 Perimeter Park Ct. Suite 102, Jacksonville, FL 32216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ossi Security Systems | Jacksonville | FL | 05/2017 | 08/2017 |
| Mckenzie Noelle Wilson Foundation | Jacksonville | FL | 05/2018 | 08/2018 |
| Cjb Helpers | Jacksonville | FL | 05/2019 | 08/2019 |
| Cjb Helpers | Jacksonville | FL | 05/2020 | 08/2020 |
| Nnn Capital | Orlando | FL | 05/2021 | 08/2021 |
| Investment Management Group | Jacksonville | FL | 05/2022 | 08/2022 |
| Full-Time Education | Orlando | FL | 05/2013 | 05/2023 |
| Charles Schwab & Co., Inc. | Orlando | FL | 06/2023 | 12/2023 |
| Ucf Athletics Association | Orlando | FL | 08/2023 | 04/2024 |
| Investment Management Group | Jacksonville | FL | 05/2024 | Present |
| Madison Avenue Securities | San Diego | CA | 05/2024 | Present |
| Img Wealth Management, Inc. | Jacksonville | FL | 05/2024 | Present |
1.) Name: Investment Management Group; Address: 8771 Perimeter Park Court, Suite 103, Jacksonville, FL 32216; Investment Related: Yes; Position: Associate Advisor; Duties: Associate Advisor - Update Client Accounts, Answer Inbound Calls, etc.; Hours Per Week: 40 Hours; Start Date: 5/20/2024 2.) Name: IMG Wealth Management, Inc: Address: 8771 Perimeter Park Court, Suite 103, Jacksonville, FL 32216; Investment Related: Yes; Position: Investment Advisor Representative; Duties: Investment Advisor Representative, Financial Advisor, Client Prospecting, and Portfolio Maintenance; Hours Per Week: 25 Hours; Start Date: 5/20/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-18 |
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