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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2019-10-25 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
9700 Bunsen Parkway, Louisville, KY 40299 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Louisville | KY | 05/2009 | 10/2019 |
| Ifp Securities, Llc | Tampa | FL | 10/2019 | Present |
| Independent Financial Partners | Tampa | FL | 10/2019 | Present |
(1) 05/06/2009 - DBA ONLY - LIFETIME WEALTH STRATEGIES - LOUISVILLE, KY (2) 05/24/2011 - NON-VARIABLE INSURANCE - LIFETIME WEALTH STRATEGIES - WE SELL FIXED ANNUITIES, LONG TERM CARE, WHOLE LIFE, AND UNIVERSAL LIFE INSURANCE PRODUCTS TO OUR CLIENTS AS NEEDED BASED ON THEIR FINANCIAL GOALS. - 5% OF TIME SPENT - LOUISVILLE, KY. (3) 10/7/2014: REAL ESTATE RENTAL - LWS PROPERTIES - INVESTMENT RELATED - 1 HOUR PER MONTH/0 HOURS DURING TRADING - LOUISVILLE, KY. (4) 2/23/2022 - Barrel Proof Brands - 11600 Chapel Hill Road, Prospect, KY 40059 - Owner of entity used for events and property management. Not investment related, 0 hrs/mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-06 |
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