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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Live Oak | FL | 09/2009 | 05/2019 |
| Independent Financial Partners | Live Oak | FL | 07/2010 | Present |
| Ifp Securities, Llc | Live Oak | FL | 05/2019 | Present |
(1) 07/15/2010 - NON-VARIABLE INSURANCE, 5% OF TIME SPENT. (2) 07/30/2013 - DBA ONLY, GUNTER FINANCIAL. (3) 04/30/2015 - INDEPENDENT FINANCIAL PARTNERS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - (HYBRID) GUNTER FINANCIAL - START 07/28/2010 - 150 HRS/MO DURING SECS TRDG HRS (4) Pregnancy Care Center; Non-Profit 201(c)(3); Not Investment Related; 130 NW Hilton Ave, Lake City, FL 32055; Medical and counseling services to women in the North Florida area; Board Member' Start 10/23/20; 3 hrs/mo, 2 hrs/mo during trading. (5) Suwannee County Republican Executive Committee - not investment related - 101 White Avenue SE, Live Oak, FL 32064 - Local Republican Party for Suwannee County - board member - start date Dec. 1, 2024 - 5 hours/month - 1 hour/month during trading - Serve as Precinct and State Committeeman (6) Suwannee High School – not investment related – 1314 Pine Ave SW, Live Oak, FL 32064 – high school athletics – employee – start date Jul 1, 2026 – 20 hours/month – men's cross country coach
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-16 |
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