This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ULLMANN WEALTH PARTNERS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Jun 1, 1999

First registration

Feb 18, 2005

Dual registered

no

Other names

JACK PATRICK GUNN|Jack P Gunn

IAPD individual key

3236809

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4fa0f2b1-6348-34a1-cdc9-cd46db0ce312

First observed

Feb 18, 2005

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.