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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 | 2017-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Andrew J. Bucher & Co. Inc. | Cincinnati | OH | 06/1984 | Present |
| Waterbury & Associates | Cincinnati | OH | 10/2001 | 11/2017 |
| Lpl Financial Llc | Cincinnati | OH | 09/2009 | 05/2019 |
| Independent Financial Partners | Cincinnati | OH | 07/2017 | Present |
| Ifp Securities, Llc | Cincinnati | OH | 05/2019 | Present |
1. 12/29/2009 - ANDREW J. BUCHER & COMPANY, INC. - CPA/BOOKKEEPER/TAX PREPARER - 90% TIME SPENT - DIRECTOR - PRESIDENT - CPA FIRM - MANAGEMENT 2. 09/20/2012: WATERBURY & ASSOCIATES / REGISTERED INVESTMENT ADVISOR / TIME SPENT 5%/ CINCINNATI, OH 3) 07/18/2017-Independent Financial Partners-investment related- At reported business location(s)- Registered Investment Advisor Hybrid-IAR-start 08/01/2017-Hours per month 20/hours during trading 15-: I provide investment advisory services through Independent Financial Partners, an independent investment advisor firm. I started this business activity in 5/2017. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-26 |
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