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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 | 2025-01-01 |
Branch Locations
324 6Th Ave North, Jacksonville Beach, FL 32250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Jacksonville Beach | FL | 09/2009 | 06/2019 |
| Ifp Securities, Llc | Tampa | FL | 07/2019 | Present |
| Independent Financial Partners | Tampa | FL | 07/2019 | Present |
(1) 12/16/2009: DBA ONLY - POSTILLION WEALTH MANAGEMENT, LLC - JACKSONVILLE, FL. (2) 1/5/2010: CPA/BOOKKEEPER/TAX PREPARER - POSTILLION TAX CONSULTANTS, LLC - THIS IS A CPA PRACTICE THAT I AM THE SOLE OWNER OF THAT PREPARES TAX RETURNS, PERFORMS TAX PLANNING, PAYROLL AND BOOKKEEPING SERVICES. ALSO NON-VARIABLE LIFE AND HEALTH PRODUCTS ARE OFFERED THROUGH THIS ENTITY. - 85% OF TIME SPENT. (3) 1/6/2010: OTHER-REAL ESTATE HOLDING COMPANY - SIXTH AVENUE FINANCIAL PARTNERS, LLC - THIS ENTITY OWNS THE OFFICE BUILDING IN WHICH MY PRACTICE RESIDES. I AM RESPONSIBLE FOR MAINTENANCE AND UPKEEP. - TIME SPENT 10% - JACKSONVILLE, FL. (4) JCMB Properties, LLC - not investment related - 324 6th Ave. North - real estate holding and rental - owner - start date Feb 1, 2012 - 1 hour/month - manages real estate holdings and rental activities (5) 1900 East 6400 South - not investment related - 1900 East 6400 South, Murray, UT 84121 - real estate holding and rental - owner - start date Nov 1, 2025 - 1 hour/month - real estate management (6) 4565 SHIRLEY LLC - not investment related - 4565 SHIRLEY AVE, JACKSONVILLE, FL 32210 - real estate holding and rental - owner - start date Feb 20, 2023 - 1 hour/month - real estate rental and holding activities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-05 |
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