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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-09 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Clarence Center, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonald Investments Inc. | Tonawanda | NY | 05/1999 | Present |
| Key Investments Services Llc | Buffalo | NY | 12/2005 | Present |
| Ifp Securities, Llc | Tampa | FL | 04/2021 | Present |
| Independent Financial Partners | Tampa | FL | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-21 |
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