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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 | 2011-12-20 |
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 |
|---|---|---|---|---|
| Tampa Financial Group | Tampa | FL | 02/2003 | Present |
| Lpl Financial Llc | Tampa | FL | 12/2011 | 05/2019 |
| Independent Financial Partners | Tampa | FL | 12/2011 | Present |
| Ifp Securities, Llc | Tampa | FL | 05/2019 | Present |
(1) Tampa Financial Group – investment related – 3030 N. Rocky Point Dr. W., Suite 700, Tampa, FL 33607 – investment, securities, insurance, and financial planning DBA – owner – start date Oct 13, 2011 – 240 hours/month (195 during trading hours) – sells securities and insurance products and provides investment and financial planning advice to clients (2) IFP Insurance Group – investment related – 3030 N. Rocky Point Drive West, Suite 700, Tampa, FL 33607 – fixed insurance and annuity products – agent – start date Apr 22, 2016 – 20 hours/month (20 during trading hours) – sells fixed life, LTC, disability, health insurance, and fixed annuity products (3) Self-Employed Public Speaking – not investment related – 3030 N. Rocky Point Drive West, Suite 700, Tampa, FL 33607 – public speaking services – owner/sole proprietor – start date Mar 6, 2020 – 10 hours/month (2 during trading hours) – provides public speaking services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-05 |
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