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268 W New England Avenue, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-10 |
| TX | RA | APPROVED | 2024-12-18 |
Branch Locations
268 W New England Avenue, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Orlando | FL | 09/2009 | 05/2019 |
| Independent Financial Partners | Orlando | FL | 05/2008 | 01/2025 |
| Ifp Securities, Llc | Winter Park | FL | 05/2019 | 12/2024 |
| 55 North Private Wealth | Orlando | FL | 12/2024 | Present |
(1) 02/03/2009 - REAL ESTATE RENTAL -NONE- PERSONALLY HELD - 1 RENTAL UNIT, 238 N. Glenwood Avenue, Orlando, FL - FORMER PRIMARY RESIDENCE. RENTER HAS NO RELATION, NOT A CLIENT OR ADVISOR - ORLANDO, FL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-02 |
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