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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 | 2025-01-01 |
Branch Locations
3030 N. Rocky Pt. Dr. W. Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Tampa | FL | 06/2015 | 05/2019 |
| Independent Financial Partners | Tampa | FL | 06/2015 | Present |
| Ifp Securities, Llc | Tampa | FL | 05/2019 | Present |
(1) 09/22/2016: Jonathan Gade Financial Group - Business Entity For Tax/Investment Purposes Only - Investment Related - 11901 4th St N Apt 4306 St Petersburg FL 33716 - Start 09/20/2016 - 3 Hr/Mo; 3 Hour(s) During Securities Trading (2) 10/03/2016: No Business Name - Non-Variable Insurance - Investment Related - 3030 North Rocky Point drive west Ste 700 Tampa FL 33607 - Start 09/19/2016 - 5 Hr/Mo; 5 Hour(s) During Securities Trading - Insurance Agent. Insurance Types: Life, Health, Disability, LTC, Fixed Annuities (3) 7/18/2017 - Serve & Protect Financial - Investment Related - At Reported Business Location(s) - Started 07/07/2017 - 20 Hours Per Month During Securities Trading. (4) 4/9/2018 - White Sands Treatment Center - Not Investment Related - 2011 N Wheeler St, Plant City FL 33563 - Other-Medical - Behavioral Health Technician - Started 03/31/2018 - 20 Hours Per Month/0 Hours During Securities Trading - Help patients get to their therapists and doctors as scheduled and aid in their rehabilitation. (5) 12/11/2023 - Beavers Construction - not investment related - 116 Falling Water Drive Brandon Florida 33511 - Construction and Remodeling - Employee - start date 5/18/2022 - 20 hours/month - I introduce potential clients, who are renovating or remodeling their home, to Beavers Construction services and offer for Beavers Construction to provide them with a free measurement and Estimate for the work they would like to have done. (6) 04/17/2026 - BNI Tampa Bay - not investment related - 3430 Colwell Ave, Tampa, FL 33614 - non-profit networking organization - volunteer - start date May 1, 2024 - 5 hours/month (5 during trading hours) - chapter member and leadership role facilitating meetings; no financial decision-making responsibilities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-03 |
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