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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 | 2024-04-07 |
| MN | RA | APPROVED | 2024-03-25 |
Branch Locations
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 |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | St. Paul | MN | 10/2013 | 09/2017 |
| Wells Fargo Clearing Services | Minneapolis | MN | 09/2017 | 06/2022 |
| Rbc Capital Markets, Llc | Minneapolis | MN | 06/2022 | 03/2024 |
| Ifp Securities, Llc | Tampa | FL | 03/2024 | Present |
| Independent Financial Partners | Tampa | FL | 03/2024 | Present |
1)MIMIOMI JEWELERY; NOT I/R; ST. PAUL, MN; JEWELRY DESIGN AND FABRICATION; OWNER; 07/01/2004; 10 HRS/MTH; 0 HRS/TRADING; DESIGN, FABRICATE AND SELL JEWELRY. 2)POWER OF ATTORNEY FOR MOTHER; INV. RELATED; CHICAGO, IL; START DATE 4/27/2019; 1 HR PER MONTH; 0 HRS DURING TRADING. 3)NAME: Naomi Savolainen Designs DBA Mimiomi Jewelry - Non-Investment related - Nature of OBA: Jewelry Design - Position/Title/Relationship: Sole Proprietor - Projected Start Date: 12/26/22 - Time devoted: 0 hours - Duties: Dormant business right now, but do design and fabrication of jewelry. May sell finished products at some point in the future. 4) POA for Juana Eva Savolainen - not investment related - 5908 W 97th St, Oaklawn, IL 60453 - POA for my mother's finances. - start date Aug 4, 2025 - 3 hours/month - POA to help manage my mother's finances.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-24 |
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