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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 | 2021-06-06 |
Branch Locations
5732 Main St. Ste. 2, Williamsville, NY 14224 • 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 | Buffalo | NY | 12/2005 | 11/2019 |
| Ifp Securities, Llc | Tampa | FL | 11/2019 | Present |
| Independent Financial Partners | Tampa | FL | 11/2019 | Present |
(1) REVC, LLC DBA - Harbor Wealth Advisors; Investment related; 5732 Main St, Williamsville, NY 14221; Financial Planning, investing and insurance sales and service; Owner; Start 11/8/19; 200 hrs/mo, 130 hrs during trading. (2) Specific Solutions Inc - investment related - 475 International Drive Williamsville NY 14221 - Insurance Planning - agent - start date April 22, 2024 - 5 hours/month - 2 hours/month during trading - Insurance Planning in NY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-17 |
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