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13059 W. Linebaugh Ave Ste. 102, Tampa, FL 33626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-04-12 |
Branch Locations
13059 W. Linebaugh Ave Ste. 102, Tampa, FL 33626 • United States
Trinity, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | New Port Richey | FL | 09/2011 | 04/2017 |
| Lpl Financial, Llc | Tampa | FL | 04/2017 | Present |
| Independent Financial Partners | Tampa | FL | 04/2017 | 05/2019 |
| Psi Advisors, Llc | Tampa | FL | 04/2019 | Present |
1. 4/25/2017 - Self Storage Properties, Inc - Investment Related - 1219 49th St S Gulfport, FL 33707 - Other-Business Owner - President - Started 05/11/2011 - 8 Hours Per Month/0 Hours During Securities Trading - Time Spent 5%. 2. 8/11/2017 - BRANDENBURG FINANCIAL - Owner/President - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/01/2017 - 80 Hours Per Month/80 Hours During Securities Trading. 3. 6/5/2019 - PSI ADVISORS, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 05/23/2019 - 40 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through PSI Advisors, LLC, an independent investment advisor firm. I started this business activity in 05/2019. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 8/25/2020 - No Business Name (TBD) - Investment Related - Dillard, GA 30537 - Real Estate Rental - Start Date: 09/03/2020 - 1 Hour Per Month/0 Hours During Securities Trading - Purchasing a cabin in Dillard, GA that will be used for short term vacation rentals. 5. 04/13/2026 - The Missing Sock Laundry Co. - Business Owner - Not Investment Related - New Port Richey, FL - Start Date 04/01/2026 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-29 |
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