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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-28 |
Branch Locations
443 N Franklin St Suite 215, Syracuse, NY 13204 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2014 | 11/2025 |
| Ifp Securities, Llc | Tampa | FL | 11/2025 | Present |
| Independent Financial Partners | Tampa | FL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-14 |
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