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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2014-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lexington | KY | 05/2009 | 05/2019 |
| Independent Financial Partners | Lexington | KY | 02/2014 | Present |
| Ifp Securities, Llc | Lexington | KY | 05/2019 | Present |
1. 03/04/2009 - Legacy Wealth Management - INV REL - AT REPORTED LOCATION - DBA 2. 07/01/2009 - OTHER-BUSINESS ENTITY FOR ACCOUNTING PURPOSES - JD DAVIS MANAGEMENT, INC. - S-CORP - WILL BE THE ENTITY RESPONSIBLE FOR THE EXPENSES ASSOCIATED WITH MY BROKERAGE BUSINESS. - LEXINGTON, KY 3. LWM Properties, LLC - not investment related - 2525 Harrodsburg Road #100 Lexington, KY 40504 - Real Estate - Owner - start date 3/28/2023 - 1 hour/month - LLC to own office building for our local office 4. Whispering Oaks, LLC - not investment related - 2525 Harrodsburg Road #100 Lexington, KY 40504 -Real Estate - Owner - start date 1/20/2023 - 0 hours/month - Business Entity/LLC for family owned farm
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-03-20 |
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