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Current Employers
Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2012-05-29
  • OH RA
    APPROVED
    Since 2012-05-29

Branch Locations

15 Colonial Drive Suite 23, Youngstown, OH 44505 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Youngstown OH 05/2012 05/2019
Independent Financial Partners Youngstown OH 05/2012 Present
Ifp Securities, Llc Youngstown OH 05/2019 Present
  • 05/2012 → 05/2019
    Lpl Financial Llc
    Youngstown, OH
  • 05/2012 → Present
    Youngstown, OH
  • 05/2019 → Present
    Ifp Securities, Llc
    Youngstown, OH
Previous Registrations
  • 2011-08-03 → 2012-05-25
    Youngstown, OH
    Youngstown, OH
    Dublin, OH
  • 2006-12-13 → 2011-08-01
    National Planning Corporation
    Louisville, KY
    Youngstown, OH
  • 2000-01-01 → 2005-10-26
    Metlife Investment Fund Services Llc
    Alpharetta, GA
Other Businesses

(1) 05/25/12 - MANES FINANCIAL SERVICES / DBA ONLY/ YOUNGSTOWN, OH (2) 05/25/12 - RENTAL PROPERTY LOCATED IN FARMDALE, OH/ 1% OF TIME (3) 05/30/2012: / INDEPENDENT FINANCIAL PARTNERS / ADVISOR WILL SERVE AS AN INVESTMENT ADVISOR REPRESENTATIVE UNDER THE IFP RIA. / REGISTERED INVESTMENT ADVISOR / TIME SPENT 100% / YOUNGSTOWN, OH (4) 8/24/2022 - Pinnacle Group, Investment Related, 7791 Belfort Parkway, Jacksonville, Florida, 32256, Fixed Insurance, Agent, start date 8/31/2022, 2 hours/month 2 hours/month during trading, Marketing and selling fixed annuity products only.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-05-04
  • S63 Uniform Securities Agent State Law Examination
    1989-05-04

View on SEC IAPD

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