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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 | 2021-06-10 |
Branch Locations
101 Knowell Rd., Camillus, NY 13031 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • 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 |
|---|---|---|---|---|
| Key Investment Services Llc | Camillus | NY | 09/2009 | 02/2020 |
| Ifp Securities, Llc | Tampa | FL | 02/2020 | Present |
| Independent Financial Partners | Tampa | FL | 02/2020 | Present |
(1) Harbor Wealth Advisors CNY, INC-Not Investment Related-101 Knowell Rd, Camillus, NY 13031-S-Corp set up for Financial Services-Owner-3/4/2020- 4 hrs/month; 0 hrs during trading (2) MS & MP Holdings LLC; Real Estate holding company; Not Investment Related; 702 N. Orchard Rd, Syracuse, NY 13209; Owner; Holding Company for Property; Start 3/4/20; 4 hrs/mo, 0 during trading. (3) Pinnacle - not investment related - 12724 Gran Bay Pkwy, Lake Side 1, Suite 150, Jacksonville, FL 32258 - IMO that offer support of fixed annuities and insurance - Agent - start date 3/21/2024 - 1 hour/month - 1 hour/month during trading - agent for fixed insurance (4) Specific Solutions - not investment related - 475 International Dr. Williamsville, NY 14221 - Agent - IMO that offer support of fixed annuities and insurance - Agent - start date 2/12/2024 - 1 hour/month - 1 hour/month during trading - agent for fixed insurance and annuity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-30 |
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