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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 | 2009-05-26 |
Branch Locations
101 N. Atlantic Ave, Cocoa Beach, FL 32931 • United States
6525 3Rd Street Suite 209, Rockledge, FL 32955 • United States
2 disclosure categories 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 | Cocoa Beach | FL | 09/2009 | 05/2019 |
| Independent Financial Partners | Cocoa Beach | FL | 09/2010 | Present |
| Ifp Securities, Llc | Cocoa Beach | FL | 05/2019 | Present |
(1) 07/27/2010 - CONNORS WEALTH MANAGEMENT - INV REL - DBA (2) 08/16/2012 - CONNORS CAPITAL MANAGEMENT - NON-VARIABLE INSURANCE - INV REL - LIFE INSURANCE AND FIXED ANNUITY DIRECT BUSINESS WITH OUTSIDE GENERAL AGENTS - 10% OF TIME SPENT - COCOA BEACH, FL (3) 08/20/2012 - JUSTIN AND CORINE CONNORS FOUNDATION - MY PERSONAL FAMILY FOUNDATION - NOT INV REL - At Reported Business Location(s) - JUSTIN AND CORINE CONNORS FAMILY FOUNDATION, WE WILL CONTRIBUTE FUNDS TO THIS FOUNDATION ANNUALY, WITH THE IDEA OF GROWING THE FUND AND DONATING THE PROCEEDS TO OUR FAVORITE CHARITIES ANNUALY. - 2% OF TIME SPENT (4) 04/25/2014 - IFP DBA CONNORS WEALTH MANAGEMENT - INV REL - REGISTERED INVESTMENT ADVISOR DBA - IFP DBA CONNORS WEALTH MANAGEMENT - ADVISOR WILL SERVE AS AN INVESTMENT ADVISOR WITH IFP DBA CONNORS WEALTH MANAGEMENT. ACTIVITIES MAY INCLUDE FINANCIAL PLANNING, RENDERING INVESTMENT ADVICE FOR A FEE, OR OTHER RELATED FINANCIAL CONSULTING - TIME SPENT 100% - COCOA BEACH, FL (5) 06/20/2014 - BEACH RE, LLC - REAL ESTATE RENTAL - INV REL - At Reported Business Location(s) - COMMERCIAL, 2 UNITS, ONE RENTER WILL BE CONNORS CAPITAL MANAGEMENT - 5% OF TIME SPENT (6) 07/10/2015 - NO BUSINESS NAME - REAL ESTATE RENTAL - INV REL - 1606 RIDGEVIEW, BIG CANOE, GA - START 07/01/2015 - 1 HOUR PER MONTH, 0 DURING TRADING - A CABIN IN GA THAT IS OCCASIONALLY RENTED FOR WEEKENDS (7). 04/16/2019 - Connors Capital Management - DBA: spacecoastadvisor - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:04/15/2019 - 160 hrs/mo - 40 hrs during trading. (8) Robert and Irene Connors Irrvcbl FAM TRST UA; Family Trust Account; 70 Country Club Rd, Cocoa Beach, FL 32931; Trustee on family Trust account at TD; start 7/22/20; 2 hr/mo, 2 hr/mo during trading. (9) Connors Wealth Management, investment related, 1701 North Atlantic Avenue, Cocoa Beach, FL 32931, DBA for Connors Capital Management, Financial Services, Owner, start date 3/2/2009, 160 hours/month, 160 hours/month during trading, Investment Advice, Financial Planning, Insurance Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-20 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-20 |
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