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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2011-05-24 |
Branch Locations
429 Loganville Highway Suite 103 Unit 5, Winder, GA 30680 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Atlanta | GA | 03/2011 | 05/2019 |
| Independent Financial Partners | Atlanta | GA | 05/2011 | Present |
| Physicians Financial Services, Llc | Atlanta | GA | 11/2009 | Present |
| Ifp Securities, Llc | Atlanta | GA | 05/2019 | Present |
(1) 03/25/2011: REAL ESTATE RENTAL - CLASSIC CITY FINANCIAL SERVICES, LLC - PURCHASE, REMODEL, RENT OR SELL REAL ESTATE. (2) Physicians Financial Services, LLC; DBA; Investment Related; 255 Gateway Drive, Ste 7, Bethlehem, GA 30620; Financial advisory services, brokerage service and all fixed insurance products offered; Non-variable insurance - Sales of fixed life, fixed annuities, disability income and long term card products; All advisory and brokerage products are services offered through IFP; Start 3/25/11; 200 hrs/mo, 200 hrs/mo during trading. (3) 03/25/2011: NON-VARIABLE INSURANCE - SALES OF FIXED LIFE, FIXED ANNUITIES, DISABILITY INCOME & LTC PRODUCTS. - ATLANTA, GA. (4) Classic City Financial Services, LLC; Real Estate; Not Investment Related; 235 Banjamin Drive, Athens, GA 30606; Purchase, remodel, rent or sell single family homes near UGA college campus. Deposit rent checks and call contractors when repairs need to be made; Start 1/3/2008; 2 hrs/mo; 0 during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-11 |
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