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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-09-11 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
10375 Park Meadows Dr Suite 525, Lone Tree, CO 80124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Denver | CO | 06/2013 | 02/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 02/2021 |
| Independent Financial Partners | Tampa | FL | 02/2021 | Present |
(1) 35 Lark Court LL; Rental Property; Non-investment related; 35 Lark Ct, Denver; Manager; ensuring the rental management company is doing their job renting and maintaining the home; Start Dt: 11/29/2018; 2 hrs/mo, 0 during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-28 |
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