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Tampa, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rei Wealth Management Llc | Tampa | FL | 08/2014 | Present |
1.) Name of business-TAMPA MUSEUM OF ART, Start date with Business BOTH 2002. Investment related-NO, Business address: 120 GASPARILLA PLAZA, TAMPA, FL 33602, Nature of business PUBLIC MUSEUM, Position held-Audit committee and capital campaign committee member, Hours worked per month 2-all during security trading hours. 2.) Name of business-Community Foundation of Tampa Bay-Council of Professional Advisors, Start date with Business-2021. Nature of business: Lunch meetings to discuss ideas on referrals to the Community Foundation. Investment related-NO, Hours worked- 2 hours every 4 months-all during security trading hours. 3.) Independent Insurance agent. 14624 Chatsworth Manor Circle, Tampa, FL 33626. 4 hours per month all during securities trading hours. 4.) Mr. Ifert may occasionally serve as an expert witness in an arbitration. He receives compensation for this endeavor which presently accounts for more than 10% of his income. 5.) Argent Institutional Trust Company, 1715 N. Westshore Blvd. Ste. 750 Tampa, FL 33607, Start date-8/26/19, Not investment-related, Nature of business-sell corporate trust, custodial and escrow services. Position held-Sales Consultant Business Development, 20 hours worked per month; 8 hours worked per month during security trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-14 |
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