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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-05-29 |
Branch Locations
15 Colonial Drive Suite 23, Youngstown, OH 44505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-05-04 |
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