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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-24 |
Branch Locations
5770 Gatewy Blvd Ste 101, Mason, OH 45040 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-09 |
| OH | RA | APPROVED | 2017-11-05 |
Branch Locations
5770 Gateway Blvd Suite 101, Manson, OH 45040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2001 | 11/2017 |
| Prospera Financial Services | Dallas | TX | 11/2017 | Present |
| Independent Financial Partners | Tampa | FL | 07/2026 | Present |
JAS Properties, LLC.; Investment Related - No; 5740 Gateway Blvd., Mason, OH 45040; Rental property; 9/2008; Owner; 0 Hours Per Month; 0 During Trading Hours; Maintain Rental Property LAS Holding, LLC.; Investment Related - No; 871 Sycamore Blvd and 1147 Alnetta Cincinnati, OH; Rental property; 10/2012; Owner; 0 Hours Per Month; 0 During Trading Hours; Maintain Rental Property Landlord of a Farm; Investment Related - No; Georgetown, OH; Landlord; 0 Hours Per Month; 0 During Trading Hours; Sub lease to a farmer
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-07-19 |
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