Best Investors Account Sign in
Current Employers
Independent Financial Partners

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-07-23
  • IN RA
    APPROVED
    Since 2024-07-23

Branch Locations

12400 Bittersweet Commons Blvd W, Granger, IN 46530 • United States

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • 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
Securities America, Inc. Granger IN 04/2002 06/2024
Securities America Advisors, Inc. Granger IN 05/2002 06/2024
Osaic Wealth, Inc. Granger IN 06/2024 07/2024
Osaic Wealth, Inc. Granger IN 06/2024 07/2024
Ifp Securities, Llc Tampa FL 07/2024 Present
Independent Financial Partners Tampa FL 07/2024 Present
  • 04/2002 → 06/2024
    Securities America, Inc.
    Granger, IN
  • 05/2002 → 06/2024
    Securities America Advisors, Inc.
    Granger, IN
  • 06/2024 → 07/2024
    Granger, IN
  • 06/2024 → 07/2024
    Granger, IN
  • 07/2024 → Present
    Ifp Securities, Llc
    Tampa, FL
  • 07/2024 → Present
    Tampa, FL
Previous Registrations
Other Businesses

(1) Generations Wealth Advisors - not investment related - 12400 Bittersweet Commons Blvd. W - Tax & Financial Planning - start date June 1, 2004 - owner - 40 hours/month - 10 hours/month during trading - Tax preparation and financial planning for clients (2) Elkhart Properties Acquisition, LP – not investment related – 130 S. Main St., Elkhart, IN 46516 – property management and rental – limited partner – start date Apr 1, 2026 – 2 hours/month (2 during trading hours) – passive ownership interest with no day-to-day responsibilities (3) Jackson's on Main – not investment related – 130 S. Main St., Elkhart, IN 46516 – cigar bar and lounge – owner – start date Apr 1, 2026 – 2 hours/month (2 during trading hours) – ownership interest with no day-to-day responsibilities (4) Gambit Real Estate Holdings – not investment related – 2809 S. 11th St., Niles, MI 49120 – real estate management and rental – limited partner – start date Jun 1, 2025 – 1 hour/month (1 during trading hours) – passive ownership interest with no day-to-day responsibilities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-20
  • S66 Uniform Combined State Law Examination
    2000-09-20

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Granger, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor