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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2011-05-02 |
Branch Locations
429 Loganville Highway Suite 103 Unit 5, Winder, GA 30680 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Atlanta | GA | 04/2011 | 05/2019 |
| Ifp Securities, Llc | Atlanta | GA | 05/2019 | Present |
| Independent Financial Partners | Atlanta | GA | 04/2011 | Present |
(1) DBA Physicians Financial Services, LLC; Non Investment Related; 429 Loganville Highway Suite 103, Unit 5 Winder, GA 30680; Non-Variable Insurance; Agent; Sale of Term and non-Variable life insurance products; Start Date 04/18/11; 2 hr/mo, 2 hr/mo during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-10 |
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