DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CONTEMPORARY FINANCIAL PLANNING
Blairsville, GA | Jacksonville, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CONTEMPORARY FINANCIAL PLANNING | State registered | Aug 31, 2021 | n/a | yes | Jacksonville, FL|Blairsville, GA | Current employment |
| BISON WEALTH, LLC | Former SEC adviser | Oct 21, 2019 | Aug 31, 2021 | no | ATLANTA, GA|Jacksonville, FL | Previous registration |
| ULLMANN WEALTH PARTNERS | Former SEC adviser | Oct 25, 2002 | Oct 9, 2019 | no | PONTE VERDA BEACH, FL|JACKSONVILLE BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BISON WEALTH, LLC | CONTEMPORARY FINANCIAL PLANNING | Aug 31, 2021 | Aug 31, 2021 | 0 | Firm change | RIA to state RIA |
| ULLMANN WEALTH PARTNERS | BISON WEALTH, LLC | Oct 9, 2019 | Oct 21, 2019 | 12 | Firm change | RIA to RIA |