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Current Employers
Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

324 6Th Ave North, Jacksonville Beach, FL 32250 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2009-09-11 → 2019-07-15
    Jacksonville Beach, FL
    Jacksonville Beach, FL
    Jacksonville, FL
  • 2008-07-29 → 2009-09-23
    Mutual Service Corporation
    Boston, MA
    Jacksonville, FL
    Maumelle, AR
    Jacksonville Beach, FL
  • 2004-01-07 → 2008-07-24
    American General Securities Incorporated
    Jacksonville Beach, FL
    Jacksonville Beach, FL
    Houston, TX
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-12-05
  • S66 Uniform Combined State Law Examination
    2003-12-05

View on SEC IAPD

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