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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-20 |
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