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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2020-12-01 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
2555 106Th Street, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Mason City | IA | 05/2014 | 12/2020 |
| Kevin Dolphin Cpa, Pc | Mason City | IA | 11/2003 | Present |
| Avantax Advisory Services | Mason City | IA | 06/2014 | 12/2020 |
| Avantax Insurance Agency, Llc | Mason City | IA | 06/2014 | 12/2020 |
| Ifp Securities, Llc | Tampa | FL | 12/2020 | Present |
| Independent Financial Partners | Tampa | FL | 12/2020 | Present |
(1) Dolphin Farms LLC; Farmland Rental / Real Estate; Not-investment related; 103 E State St, Ste 619; Mason City, IA 50401; General Partner; Assist with management of farm land rental activity; Start 4/16/2000; 1 hr/mo, 0 during trading. (2) Kevin Dolphin CPA, P.C.; CPA Firm; Not-investment related; 103 E State St, Ste 619, Mason City, IA 50401; Owner; Management of CPA firm providing tax and accounting services; Start 11/17/2003; 150 hr/mo, 7.5 hr/mo during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-19 |
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